Search for documents

When searching for a document, you can either perform a global search across all entities in your environment ('Document manager') or navigate to a specific entity and search within the 'Documents' tab of that entity.

Search for a document in the document room of a specific entity.

Below you can find a step by step guide on how to search for a document in the document room of an entity.

For detailed instructions, click 'Start tutorial' below.

Overview of all the steps covered in this tutorial to search for a document in the document room of a specific entity:

1. Go to the specific entity.
2. Click on the tab 'Documents'
3. Search for the document within a specific folder or across all folders of this entity.

Search for a document in the document manager.

Below you can find a step by step guide on how to search for the document manager.

For detailed instructions, click 'Start tutorial' below.

Overview of all the steps covered in this tutorial to search for a document in the document manager:

1. Go to the tab 'Document manager' on the left ribbon.
2. Search for a document by name or narrow down the list with a specific filter.
3. Edit the columns of the document manager.
4. Do bulk actions on all selected documents such as download as a zipfile, export metadata to Excel or change permissions to confidential document.