How to Find Documents (for Owners & Members)

Created by Pat Crosscombe, Modified on Wed, 7 Aug at 2:25 PM by Pat Crosscombe

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(Click on image to enlarge.) 



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.


 

Find by Meeting Date 


Clicking on a meeting date from the drop down shows a list of documents that were added to that meeting. 





Clicking on Reset removes all of the added filters.   




Updated August 2024 (Owners Help)

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