Users can search for Project level Documents across all Processes and Projects by clicking the magnifying glass search icon in the upper right corner.
- Use the Filter & Sort options to view documents uploaded to Projects and/or Touch Points.
- Search by file name, or within the file content.
- Use the Process drop down to search in a specific Process.
- Search by the person who uploaded the documents using "Updated by" or search by date the document was uploaded under "Updated between".
- Searchable documents are limited by access controls. Users will only be able to search across Processes and Projects where they have appropriate permissions.
- Image search (pictures, scanned images, etc.) not supported, only text.
- Document content search for files exceeding 100Mb not supported.
- Results will only include Project level & Touch Point documents.