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Welcome to our Support

How Do I Search For a Document?

Rachel Blacklock
  • Updated

There are a number of ways you can search for a Document saved in the Document Library.

First you can always sort the Documents by

  • File Name
  • Date Added
  • Added By

Using the 'toggle' feature (highlighted in the below image) to sort the list into ascending/descending order.


 

           

However, there is a much more focused way to find the Document or Documents required.

  1. You can use the search box 
  2. You can apply 'filters' to narrow the number of Documents listed

 

Filters

 

Inform Direct will default by showing all documents for all companies.
 

You can reduce the number of documents shown by applying one or more filters:

  1. Company
  2. Category
  3. Document Type

 

1. The Company filter - You can ask Inform Direct to only show you Documents relating to certain or specific Companies
 


 

Only Documents 'tagged' to the selected company(s) will show. You can deselect all by unticking 'ALL COMPANIES' at the top and then select those that you require individually. 

You can also view a specific companys documents from within the company itself. See here for more.
 

2. The category filter - You can ask Inform Direct to only show you Documents 'tagged' with one or more Category types.

   


 

3. The document type filter - You can ask Inform Direct to only show you Documents 'tagged' with one or more Document Types.