Find and filter documents
Use the Documents page to find a file or folder by name, then refine the list with filters, sorting, and page controls.
Search by document or folder name
Section titled “Search by document or folder name”- Open a workspace and select Documents.
- In Search by name, enter at least two characters from a document filename or folder name.
- Review the matching documents and folders. The result count updates above the table.
Name search covers the whole workspace, even when you start from inside a folder. It searches filenames and folder names, not the text inside documents.
Search results include a Location column. Select a location to clear the name search and open the containing folder. To return to the folder you were browsing without opening a result location, select Clear search.
Column filters remain active when you clear a name search or open a containing folder.
Filter and sort the list
Section titled “Filter and sort the list”Select a column heading to open its filter and sort menu. Available filters depend on the column:
- Name accepts text from a filename.
- File Type and Type let you choose document categories or file extensions.
- Updated At and Issue Date accept date conditions.
- Tags lets you select existing workspace tags.
- Size accepts a numeric condition.
You can combine filters from several columns and use them with name search. To remove a filter, reopen that column heading and clear its filter.
The same menu sorts the selected column in ascending or descending order. Only one column sort is applied at a time. Clear the sort from the column menu to return to the default order.
Browse result pages
Section titled “Browse result pages”Use the controls below the table to:
- move to the previous or next page;
- review the displayed row range and total result count;
- select the row range to change how many results appear per page.
Changing a filter, sort, or page size returns the list to its first page.
Search inside documents
Section titled “Search inside documents”Documents-list search is for locating files and folders. To find words, clauses, or ideas inside document content, use Contradic search instead.
Search inside documents