Search for and Filter Company Level Documents

To search for and apply filters to files stored in the Documents tool.

• Required User Permissions:

  • 'Read Only' or higher permissions on the Company level Documents tool.
    Note: You will only see search results for documents that you have permissions to view.

• Additional Information:

  • The system searches the following fields for keyword matches: Filename, Path, and Description.

Click to view steps for the following actions:

• Search for Documents

• Filter Documents

• Export the List of Results

Search for Documents

1. Navigate to the Documents tool.

2. Enter your search terms in the search bar.

3. Press RETURN or ENTER on your keyboard, or click the search icon.
   Note: A list of relevant search results are shown.
   
   

4. Optional: You can narrow down the list of search results by adding filters. See Filter Documents below.

Filter Documents

1. Click the Add Filters drop-down menu.
   Select one of the following filters to apply:

   • Uploaded/Created By: Mark the checkbox next to a user to only display files uploaded/created by that user. You can select multiple users or select all users.

   • Uploaded/Created On: Choose from a single day or date range. You can type in dates or click on dates on the calendar to select specific dates.

   • Display files from Recycle Bin: Mark the checkbox next to 'Yes' if you want to include files that are currently in the Recycle Bin.

2. After selecting a filter, click anywhere else on the page to apply the filter.

3. Optional: To clear applied filters and display all search results, click Clear All.

Export the List of Results

After searching and filtering for documents, you can export the list of matching results.

1. Click the export icon.

2. Select PDF or CSV.

3. Click Export.