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Finding Files or Folders in Connected Desktop

Searching for a File or Folder in a Client's Vault

Steps

  1. Find a client and click on that client in the Client List pane to open that client's vault in the Document View pane.

    CD_Find_Client_Vault_Select_Client.png
     
  2. Right click anywhere within the Document View pane to open the right click menu; click on Find.

    CD_Find_Client_Vault_Right_Click.png

     
  3. The Find tool opens in the Document View pane.

    CD_Find_Client_Vault_Find_Bar.png
     
  4. Type any text to start your search. Your search results load as you type into the Find tool.

    CD_Find_Client_View_Active_Results.png

 

Return to the Getting Started Guide Contents for Tax Accountants

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Last modified
12:25, 12 Mar 2015

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