*Please note that this feature currently only works for Project level documents. Task documents are not included at this time.
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.