How to Find Documents

Created by Pat Crosscombe, Modified on Fri, 13 Oct, 2023 at 9:54 AM by Pat Crosscombe

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(Click on image to enlarge.)

Pinned Documents

Board Admins can choose specific documents to pin to the top of the Documents page for ease of finding by other users. To pin a document, scroll to table that includes document names.

Click on the star - at the left-hand side of document name. This pins the document to the pinned document section. Unpin a document by clicking on the red star. 

(Click on image to enlarge.)

Advanced search

Search by document name or by a date range. Use the calendars to set dates.


Find by Meeting Date 

Meeting date tags are automatically created for new meetings. Clicking on a meeting date tag shows a list of documents that were added to that meeting. 

Pinned Tags

Each user can create their own pinned tags - for documents frequently accessed.  

Pin tags by dragging a tag to 
Unpin a tag by clicking on the

Tags organize documents. 

Click on any tag to find documents with that tag. 

Clicking on additional tags filters (or narrows) the search results. 

Clicking on a tag also shows related tags. 

What are related tags?

Related tags are those tags associated with the tag clicked above - in this example when the Correspondence was clicked, an associated tag of Governance and Policy lets the user pick one to further narrow the search for a document.

Clicking on Reset removes all of the added filters.   

Create New Tags to add additional tags.  

Updated December 2022


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