Search for files
You can search for files in the Documents area by using the search field available on the Client Documents, Firm Documents, and My Documents and Document Activity screens.
To search for files, enter keywords in
Search
and select Enter
.- Search results are limited to files in the current folder and its subfolders. To search through all files in the Documents area, selectDocument Activitybefore performing a search.
- The Search Results list displays all files that include your search criteria in the document's name. The Search Results list also displays the following types of files that include your search criteria in their contents: CSV, DOC, DOTM, DOCX, WP, WPD, PDF, TXT, RTF, MSG, HTM, HTML, XLSB, XLTX, XML, and EML.
- After you perform a search, you can refine the search by selectingSearch Within Resultsnear the Search field. Then enter different search text and selectEnter. Onvio will search only the files listed in the Search Results screen.
- You can further refine your search by including Boolean operators such as AND (&), BUTNOT (%), and OR (space) with your search keywords.
- To limit search results to files that include your search text in its exact sequence, add quotes before and after the search text.
- It may take a few minutes for files that were recently uploaded to be included in the search results.
