Keyword searching

Keyword searching filters your list of documents by searching across all text fields (does not search number or date fields). The keyword search index is automatically generated when you import documents to your workspace, so you do not need to do anything before you can begin searching.

Make sure your search type is set to “Keyword” and type your text into the search box, then hit enter to see your results.

NOTE: even though you are filtering by keywords, your search results are also filtered by your currently selected folder (and whether or not you have chosen to include subfolders in your search), tag search (if any), saved search selection (if any), and / or additional search conditions (if any). To start fresh, click the Clear Search button at the top of the window.