Search Your Documents, Clients, and Items

Using the search bar at the top of your home screen will perform a Global Search. The search matches any keyword across your documents, clients, and items, allowing you to locate any data within your account that contains the searched word(s) or number(s).

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Your search results are prioritized based on what section you are on for increased relevancy. If you tap into the search field without entering any text, the screen will display your most recently edited documents in chronological order.

 

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The main search will default to the section of the application you are in. In the picture above, notice how you are in the time tracking section of the application and able to receive results for other document types. This will help narrow down your searches no matter where you are in the application. 

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