Search

The ‘Search project’ field can be found at the top of every page.

Searching Documents & Folders

Type the word(s) you wish to search for and hit return. Here, we have searched for the word ‘prospectus’.

You will be taken to a dedicated results page displaying where that word(s) appears in your documents & folders. The word(s) you have searched for is highlighted in yellow.

Note - the search will interrogate file content as well as item names.

To open a document from the results page, click on document in question to open the side panel and choose ‘View’.

You can also use the folder breadcrumbs in the search results, circled below, to navigate directly to the relevant folder.

Use the file type filter on the right to further refine your search.

Searching users

To search for a user, use the search field to type a name, an email address or company (or part thereof) and hit return. Then, click on the ‘Users’ result tab:

Use the filter fields on the right to further refine your search.

Searching tasks

Search Tasks by searching for the user that created the task, or words that might be contained within the task. Hit return and then click on the ‘Tasks’ results tab:

Use the filter fields on the right to further refine your search.

If there are no results for your search, you will see ‘No results found’ the following message: