Search for Documents

Search over all the documents accessible to you through the search box at the top of any page.

Overview

Documents you can view and take action on are dependent on the settings and permissions for your role. If you have a role that allows you to access a document, you can use the search box to locate it. You can use search to locate any or all documents accessible to you. 

Document Search

Use the Search box at the top of any page to search across documents accessible to you.

1. Start typing to reveal the suggestions for document searches. 
2. Choose terms from the SAVED DOCUMENT SEARCHES list.

Save a Document Search

Saved Searches are shown from the search box or from the search results for a document search.

To save a search, click on the plus sign + to the left of Search.

1. Enter a Name for the search in the Search Name box. 
2. Save Search.

View and Manage Saved Document Searches

Saved Searches can be viewed, accessed, and managed from the search box or from search results.

To review all Saved Searches from the search box, click on view all next to SAVED DOCUMENT SEARCHES.

You can also view Saved Searches from any document search results page:

1. You can delete a Saved Search from the list by clicking on the x to the left of the search term.
2. You can view all the Saved Searches by clicking on More ...

The Saved Document Searches list allows you to filter or take action on a search.

1. Filter by NAME to target a search or sort by NAME.
2. Filter by date using the CREATED column.
3. Run Search Again or Delete from the ACTIONS column. 

See View Documents

Viewing Documents