Find a file without leaving the company

Company file search makes it easier to find the source you need while staying in that company's workspace.

Less time looking for the right source

Use search on the company's file list, inspect the matching rows, and open the file for its processing result and linked draft. Search follows company access; it does not turn the file list into a directory of other clients' documents.

Check filters when a file seems missing

Search works alongside the current list controls. If a source does not appear, clear filters and check that you are in the intended company and file view before uploading another copy.

This is available to people already permitted to operate the company. No extra company connection setting is needed.

Read Troubleshooting missing files and Using table controls.