Find any meeting document - agenda, board book, and minutes - quickly using Search.
Go to Search in left panel. The Search dialog is displayed with any recent searches listed, (select Clear all to clear the list).
Start typing in the search box. You can search for document names, titles, or words contained in the document.
The search results show all documents that contain the terms you searched for.
3. Select a result to open the document.
This search is global and this means it works across the whole of your workspace, so there is no need for you to head to Documents to search for a file. Simply open the Search modal, and type what you need.
It's worth knowing that below the item name, the results will display specifically where the it is located within your workspace.
Search saves your recent searches too, so they're ready should you need to search for them again – handy for more complicated document searches or to check you've accurately searched for the correct document.
Search documents
Open any document. This could be an agenda, board book, minutes, or any other document that's been uploaded to Board.
Select the search icon.
In the search box, enter a search term.
If you’re searching within the board book, the search results return the matching term, by agenda item, found throughout the whole board book.
If you’re searching within a document in the document repository, search results include the matching term found in the open document.
The search term is highlighted in the search results.