Docs (Basic): Search for Files & Folders

There are a few ways to search for a document or a folder: from the Documents page, the sidebar menu or a client account. 

Covered here:

Search All Documents 

You can do a global search of all documents by going to the Documents page, or in the search field at the top of the left sidebar menu. 

On the Documents page, check the Recent tab with documents that have undergone an action in the last 30 days.

To search in the Recent tab, start typing the name of the document in the Search field on the top right, and you will see the suggested documents with the account names to which they are linked. 

Click on any suggested document to open it. To view all the documents found, either press Enter on your keyboard, the 🔍︎ button, or the Show all button.

To search for documents and folders by client account: 

  1. On the Documents page, open the Docs tab.
  2. Type the name of the client in the top left Search field and press Enter on your keyboard or the 🔍︎ button. Or you can select a client from the list.
  3. Type the document or folder name in the search field on the top right and press Enter on your keyboard or the 🔍︎ ︎︎button.
  4. If you now select another client, you’ll instantly see the search results for them as well.

Click the in the Search field to clear it.

To search from the sidebar menu, click the green Search icon on the top left, then type the document name and press Enter on your keyboard or the 🔍︎ button. Go to the Documents tab to review all files. 

Search from a Client Account

To search from an account’s Docs tab, start typing the name of the document in the Search field on the top right, and you will see the suggested documents with the client name to which they are linked.

Click on any suggested document to open it. To view all the documents found by this search, either press Enter on your keyboard, the 🔍︎ button, or the Show all button.

Click the x in the Search field to clear it. 

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