Use the Search feature across documents to find what you need quickly and easily. If the query returns too much information, use the in-built filter feature to refine the results.
Our search is executed by an Optical Character Recognition system (OCR). This enables participants to search for words and/or phrases inside the documents and folders, as well as their titles.
Search
Type your query into the Search box found in the top-right corner of the page.
Filters
Click on the filter icon within the search box.
This opens the below filtering options:
Added on: a simple date picker to refine the catchment dates.
Viewed by: explore documents viewed by you or your group.
File type: select the file types within which to search.
Labeled: choose which labels to apply to the search.
Redaction: refine by document redaction status.
Search area: focus the search between titles or content, or both.
Clear all: to restart your search query, click Clear all.
Each drop-down will refine your query to ensure you find what you need quickly. Several filters can be applied at the same time in addition to the search query or independently.
Sorting
You can also sort results by the following columns by pressing the filter icon that appears upon hover:
Index: list via index of the item.
Name: list via alphabetical order.
Notes: display results by number of notes added to item.
Labels: display results by number of labels assigned to item.
Size: order results by size.
Location: order results by alphabetical order of location in the project.
You can customize and rearrange the columns in the Documents list. Click Customize columns to choose which columns to display.
To adjust the order, simply drag and drop the columns as needed.
Additionally, you can enable the Folders first option to always display folders at the top, regardless of the sorting arrangement.
Quick access
Use the filters in this panel to quickly locate:
Recents: files you've recently interacted with.
Favorites: files and folders you've marked as favorites.
Uploads: files and folders uploaded to the project within the last 30 days (you can refine the date range using the Added on filter in the search box.)
Notes: all notes available to you.
For more information on Notes see Notes to files and folders.
Shared: all links generated for external sharing (visible only to project administrators.)
For more details on managing shared links, see Sharing files externally.
Additionally, the Quick access panel displays:
A Folder tree: view and navigate through the document hierarchy.
A Q&A attachments folder: access all attachments related to Q&A.
You can collapse or expand quick filters only or the entire Quick access panel as needed for an optimal document viewing experience.
