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Level 2
December 16, 2025
Question

DMS Search

  • December 16, 2025
  • 1 reply
  • 6 views

Let's say I have 200 clients in DMS. A file is named ABC but I don't know which client folder it's in. Can I find it by a search? If so, how do I do that?

1 reply

George4Tacks
Level 15
December 16, 2025

There are headings for New, Import, Find, Refresh, ... use Find>Documents  or press F3 and type a key word and VOILA!, There she is!

Answers are easy. Questions are hard!