Searching for documents

From the documents area, you can search your entire list of documents. The search box allows you to search by anything in the document name.

The search will remain in the search field until the page is refreshed or the search is cleared from the search box.

Ways to us the search for documents:

Search for a document by document name: When using the search box, you can search by document name. You can type as few as three character and search. The search will return any document where those characters exist in the same order.

Tip: You can clear the search by either clicking the X to remove the search or by removing the text. In both cases, you can hit enter/return to clear the search. The document list will reload.

Search within folders: You can search within folders. From the left side navigation, click the folder to filter by the documents in that folder or combination of folders. Then, use the search box to narrow the results to specific document names.

Note: You can search within folders but you cannot search within filters (e.g., filter by Out for Signature status and then further filter using search).