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Learn how to use the search to find meetings, documents, and folders – and even search within a document

Alice avatar
Written by Alice
Updated over a month ago

Find any meeting document - agenda, board book, and minutes - quickly using Search.

  1. Go to Search in left panel. The Search dialog is displayed with any recent searches listed. (Select Clear all to clear the list.)

  2. 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.

Search documents and folders

  1. Go to Documents.

  2. Select the search icon at the top right.

  3. In the search box, start typing a search term.

  4. Folders and document results are shown. Select the document or folder to view it.

Search documents

  1. Open any document. This could be an agenda, board book, minutes, or any other document that's been uploaded to iDeals Board.

  2. Select the search icon.


  3. In the search box, enter a search term.

    1. If you’re searching within the board book, the search results return the matching term, by agenda item, found throughout the whole board book.


    2. 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.

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