How to Find Documents
Navigate to the Documents section from the main menu to find and filter your board's files.
Filtering with Tags
Tags are used to organize documents. Click on a tag to find all documents with that tag.
Clicking additional tags narrows the search results further.
Clicking a tag also shows related tags — tags associated with your selection that can help narrow results even more. For example, clicking Correspondence may reveal a related tag of Governance and Policy, letting you filter further.
Advanced Search Options
Use the advanced search tools to find documents by name or date range:
- Search by document name — type any part of the document name to filter results.
- Search by date range — use the calendar pickers to set a start and end date.
- Find by Meeting Date — click the Meeting Date dropdown to see documents added to a specific meeting.
Click Reset to remove all filters and return to the full document list.