Search documents

In this article, we will learn about advanced document search.

Advanced search

1. Go to the Documents module, Advanced Search view.
2. Use filtering criteria to search for documents

Recommended filters

We recommend that you use the following filters for your searches:

• Name: Name of the file
• Path: folder where the file is located (e.g. /STAB/Datasheets)
• Code: document code (if applicable)
• Share status: The sharing status of the document in the workspace (added, shared)
• Workflow template: workflow template used for the document
• Locked: Write-protected file
• Advanced filters: fields of the document card according to configuration