Overview
Quickly locate keywords in comments or file names across all records.
Steps
Type a term into the global Search box (top right).
Press Enter.
Filter results by module (e.g. “Tasks,” “Contracts”).
Click any result to jump to that discussion/document.
Tips
Enclose multi-word phrases in quotes for exact matches.
Use filters (dates, record owners) to narrow down results.
Troubleshooting
No results found? Expand your date range or remove filters.
Search slow? Try shorter queries or search by file name rather than content.