How to Find Documents (for Owners & Members)

Created by Pat Crosscombe, Modified on Mon, 2 Oct, 2023 at 1:51 PM by Pat Crosscombe

Click on an image to enlarge it. 

Go to 

Pinned Documents 

Boards will choose specific documents to pin to the top of the Documents page for ease of finding by others. 

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 October 2023 (Owners Help)

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