Searching & Retrieving Files
How to Quickly Find Documents
The Document Register provides multiple search methods to locate files instantly.
Available Search Options:
- Keyword Search – Locate documents using specific terms.
- Filtered Search – Narrow results by category, date, or user access.
- Recent & Frequently Accessed – Quickly find commonly used files.
Document Preview & Quick Actions
- Preview files without downloading.
- Perform quick edits such as renaming or updating metadata.
- Share documents via secure links.
Info
Advanced search filters allow combinations of tags, document types, and dates to refine results.