The Search in the menu bar at the top of the screen can be used to search for a Client Group, a Client or a Job.
For a video walkthrough that includes this feature, refer to Navigating Workspaces to Locate Documents (3 min).
Click in Search in the menu bar.
In the Search box, type at least one or more characters for the text you are looking for. This displays any Client Groups, Clients or Jobs that contain that text. It also displays the associated Group/Clients and Jobs for the search results.
From the search result, you can easily display related information.
Click the Group name to display the Group navigation list. The selections at the top (Group, Client, Job) show whether a specific Group, Client or Job was selected. You can use these drop-downs to make further changes to the selections.
The following is an example of where a Client was selected from the search results. This displays the navigation in the same way as the Clients workspace.
The following shows an example of when a Job was selected from the search results.