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Documents - Global search

Global search

If you work in multiple workspaces, it's easy to forget which document belongs to which workspace. You can make your document handling easier with Global search! You can search for any document in any workspaces!

IMPORTANT
The global search only allows you to search in all the workspaces you have access to. If you don't have access to a workspace, you won't see its documents.

The credentials you can search for are as follows: 

  • Participant information
  • Document name
  • Document ID
  • Status
  • Date
  • Tags
  • Data fields

How to use global search

The global search can be found in the navigation menu bar on the left.

A list of all the documents from all the workspaces you have access to will appear.

We have added the Workspace name to each document, so that you can identify where the document belongs as easily as possible.

Filter

You also have the option to filter via the global search field. Which gives you the opportunity to filter your documents in several workspaces at the same time.


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