The Find tool in the Document View pane allows you to search for a specific file or folder inside a client's vault. Any text you enter in the Find tool attempts to find a match with any text in the file name (including the file type) or folder name. Access the Find tool from the Document View pane by following these steps.
- Find a client and click on that client in the Client List pane to open that client's vault in the Document View pane.
- Right click anywhere within the Document View pane to open the right click menu; click on Find.
- The Find tool opens in the Document View pane.
- Type any text to start your search. Your search results load as you type into the Find tool.