Skip to main content
Choose the task you want to complete. These guides assume you can sign in and have access to the relevant feature and content. Menus can differ with your permissions and the features enabled for your environment.

Find documents

Choose structured search or AI search, narrow the result, and open a document.

Create a reusable search

Save filters and columns for work you repeat.

Upload and index documents

Choose a type, complete keywords, and verify the stored document.

Update document keywords

Correct indexing metadata and check the saved result.

Add a note and follow a document

Keep context with the document and receive notifications.

Complete a workflow task

Review the content, enter a decision, and confirm completion.

Use a dashboard

Choose a date range, explore a chart, and check data freshness.

​
If a control is missing

First check that you opened the right feature and selected an item. If a control remains unavailable, ask the person managing your access to check your groups, content rights, and feature availability. A shared search or link does not grant access to its results. For changing shared searches, document types, permissions, or automation, use the Documentation configuration guides. Those changes affect other people and have separate permission requirements.

How to search for documents

Find a document using its type and keywords, or use AI search when you know its subject rather than its exact indexing.