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