How to search for data and files
How to search for data (SmartSearch):
- On the Timeline screen choose the applet by clicking on it in the left panel.
- Click on the “Search” field in the left panel to activate the search field.
- Optional: choose filters such as who added the file or the date range.
- Enter text.
- Click “Enter” on your computer keyboard to start the search.
- The search screen will open.
How to search for files (SmartSearch):
- On the Timeline screen choose the applet by clicking on it in the left panel.
- 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).
- Optional: choose filters such as who added the file or the date range.
- Enter the filename.