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Search for a File or Folder in a Client Vault

Overview

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.

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
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