Docs (Basic): Search for Files & Folders
You can search for a specific document or a folder while you're inside the client's account. And you can use global search, too.
Search in Docs
To search for a document or for a folder while you're inside the Docs section, type all or part of its name into the Search field, then press enter on your keyboard.
The document list will be narrowed to your specifications. Click the cross icon in the Search field to clear it.
Global Search From the Sidebar
You can search for documents from the sidebar. This is useful when you’re not already in a client account. The search field in the sidebar checks all the files on TaxDome so that you can quickly find what you need. Go to the Documents tab to review all files.