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How do I find a document?

Search in Documents looks through file names and the text inside each file. Filter by client, kind, tag, source or date to narrow it.

Updated 29 Sept 2026

Steps

  1. Step 1: Open Documents and type in Search names and text inside files.
  2. Step 2: Narrow the list with the client, kind, tag and source filters, or a date range.
  3. Step 3: Click a file to preview it. Extracted text shows what was read from it.
The Documents filters with two numbered marks: 1 the search box and 2 the All clients filter.
Search by name or by the text inside files, then narrow with filters.

Client uploads under the source filter shows only files clients sent through an upload link.

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