How to search for data and files

How to search for data (SmartSearch):

1. On the Timeline screen choose the applet by clicking on it in the left panel.
2. Click on the “Search” field in the left panel to activate the search field.
3. Optional: choose filters such as who added the file or the date range.
4. Enter text.
5. Click “Enter” on your computer keyboard to start the search.
6. The search screen will open.

How to search for files (SmartSearch):

1. On the Timeline screen choose the applet by clicking on it in the left panel.
2. Click on the “Folder” button with the “Show Files” tooltip to open the “Files” screen. (Note: this button will only be visible if any files have been attached to any records within the applet).
3. Optional: choose filters such as who added the file or the date range.
4. Enter the filename.