1. Search and Navigation

How to use Quick Search

Quick search can be the fastest way to find clients in the SuiteFiles Web App. Enter a search term in the search bar and results are immediately displayed in the drop-down below. While it is fast, it will only display a limited amount of results so it's recommended for when you know the file or folder name that you're searching for.

Video tutorial

Quick search step-by-step:

  1. Click in the search field at the top middle of the Web App
  2. Type a keyword or keywords and the results will appear below (you don't need to hit enter)
  3. The results are displayed in an order of: Starred items, Clients, Files and Folders
  4. This search will look for the keyword/s in the file name, folder path or the contents of documents (Word, Excel, emails and PDF's)
  5. Click on any of the results to open the folder or file
  6. If you aren't able to find the results you're looking for, try using an advanced search.