Full text and document search 

Finding the right document among the many files you manage for your companies can be a challenge. In Corporify, you can search for documents and folders by name. You can also search within document content to find information that is not mentioned in the file name. This gives you two ways to find what you need:

• Search by file name: Find a document or folder using its name.

• Search within document content: Find documents containing a specific name or word in an entity’s document room.

For example, if you want to find documents that mention a particular person, you can search for their name within the document content, even if it does not appear in the file name. This helps you locate relevant documents without opening and checking each one individually.

Below you can find a step-by-step guide on how to search the content of your documents.

For detailed instructions, click 'Start tutorial' below.

 

Step-by-step:

1. Go to the tab 'Documents' of one entity or go to the 'Document manager' for all documents of all entities.
2. Search of a specific word or tag.
3. Click on 'Search content'.