Search for Documents

  1. You can search for documents from anywhere in the Storage. To search for documents, please click on ’QuickSearch’ (’magnifier glass’ symbol) in the top right section of the page.

    storage Quick search

  2. Please type into the search field the name of the file or folder you are looking for and hit Enter on your keyboard. 

    storage search file and folder

    In addition to searching for file names, you can also search by "tags"
  3. For an advanced search, click on the button "Advanced Search":

    storage advanced search

    When you click "Advanced search", this popup window will appear: 

    advanced search in storage

    You can search by Name, Owner, Modified by, Folders, Tags, Type of document, Date created, Date modified, and Document Approval workflow. If you choose Document Approval workflow, you can choose approval status (Approved, Canceled, Declined, and Pending), Document Approval Workflow creator, Document Approval Workflow assignee. Also, there is a checkbox "Linked to issue".
  4. When you select your filters, click the Search button and you will get Search results - list. 

    storage search

  5. Right-click on the file and select 'Jump to file' to go to the file location.

    storage Jump to

  6. You are landed in the folder where the file is located. On the top of the page, you can see the path to the file.

    storage jump to file