Find anything you have permission to access using a combination of search words with filters and sorts across the range of metadata. Our database approach to search provides very effective retrieval of emails and documents, even in large document stores.
Watch this tutorial to learn how to:
- Use the quick-access drop downs
- Search for a Client using the Group Client Job search
- Navigate between Clients and Client Groups
- View documents for a Group, Client or Job
- Add columns, sort and filter lists
- Use the text search
- Use the filter drawer.