Search Your Documents, Clients, and Items

Using the search bar at the top of the 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 in for increased relevancy. If you tap into the search field without entering any text on the mobile application, 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 how the search defaults to showing you time entries related to the searched for client. However, you still are 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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