Search for and Filter Company Level Documents

Objective

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.
- The tool searches vector-based content in the following supported file types: .csv, .doc, .docx, .pdf, .xls, .xlsx. See What is the difference between raster and vector content in PDFs?

Click to view steps for the following actions:

Navigate to the Documents tool.
Enter your search terms in the search bar.
Press RETURN or ENTER on your keyboard or click the search icon.
Note: A list of relevant search results are shown.
Optional: You can narrow down the list of search results by adding filters. See Filter Documents below.

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.
After selecting a filter, click anywhere else on the page to apply the filter.
Optional: To clear applied filters and display all search results, click Clear All.

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