> ## Documentation Index
> Fetch the complete documentation index at: https://docs.insight.nobly.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# How-tos

> Short guides for everyday work with documents, searches, tasks, and dashboards.

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.

<CardGroup cols={2}>
  <Card title="Find documents" icon="magnifying-glass" href="/how-tos/search-for-documents">Choose structured search or AI search, narrow the result, and open a document.</Card>
  <Card title="Create a reusable search" icon="bookmark" href="/how-tos/create-a-search">Save filters and columns for work you repeat.</Card>
  <Card title="Upload and index documents" icon="file-arrow-up" href="/how-tos/upload-documents">Choose a type, complete keywords, and verify the stored document.</Card>
  <Card title="Update document keywords" icon="tags" href="/how-tos/update-keywords">Correct indexing metadata and check the saved result.</Card>
  <Card title="Add a note and follow a document" icon="comment" href="/how-tos/notes-and-following">Keep context with the document and receive notifications.</Card>
  <Card title="Complete a workflow task" icon="circle-check" href="/how-tos/complete-a-task">Review the content, enter a decision, and confirm completion.</Card>
  <Card title="Use a dashboard" icon="chart-column" href="/how-tos/use-a-dashboard">Choose a date range, explore a chart, and check data freshness.</Card>
</CardGroup>

## 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.

## Where to read next

<Card title="How to search for documents" icon="magnifying-glass" href="/how-tos/search-for-documents" horizontal>
  Find a document using its type and keywords, or use AI search when you know its subject rather than its exact indexing.
</Card>
