Your fileroom has been designed to make it easy for you to find documents using search and filter features.
Your fileroom has been designed to make it easy for you to find documents using search and filter features.
- Search your whole fileroom by clicking on the magnifying glass in the top navigation bar of your fileroom next to the ‘delivery box tab’, or
- Search inside specific widgets by selecting the magnifying glass in the tool set at the top of each widget.
- You are also able to add tags to your files to make it easy for you to locate them later. For example, you may decide to tag marketing communications as ‘marketing’, operational documents as ‘ops’ etc.
Knowledge Tip
Choose tags that mean something to you as you can filter your files based on how you describe them.