How to use Quick Search

Quick search can be the fastest way to find clients, quick search is when you enter a search term in the search bar and results are immediately displayed in the drop-down below. While it is fast it will only display a limited amount of results so it's best you know what you're searching for and know the file or folder name.

Video Tutorial:

To use Quick Search:

  • Simply click in the search txt field at the top middle of the web app,
  • Type a keyword or keywords and the results will appear below (you don't need to hit enter)

The results are displayed in an order of:

  • Starred items
  • Clients
  • Files
  • Folders

This search will look for the keyword/s in the file name, folder path or the contents of documents (Word, excel, emails and PDF's).

Clicking on any of the results in the list will open the folder or file.

If you aren't able to find the results you're looking for, try using an  advanced search.

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