Documents & Folders
Searching your documents
Find files and folders by name or tag, inside one folder or everywhere, and search inside the files themselves.
Step 1
Type in Search
The Search box is in the toolbar at the top of the Documents page. Results appear as you type. Search matches file names, folder names and tags, and small typos still find a match.
UploadStep 2
It searches everywhere
By default Search looks through every file and folder you can open, not just the folder you are in. The path above the list reads Search results, and the Location column shows where each match is; press it to go there.
Budgets
6 files
Budget-2026.xlsx
Q3-Budget.pdf
Step 3
Clear it
Press × at the right of the box to clear the search and go back to the folder you were in.
Step 4
Open Search options
While you are searching, the magnifying glass turns into a dark button. Press it to open Search options. A small dot on it means an option is switched on.
Step 5
Look in one folder only
Look in switches between Everywhere and This folder. This folder searches only what is directly inside the folder you have open, not its subfolders. On Home the choice reads Home only. In All Documents it is not offered, because that view is everything already.
Step 6
Search inside files
Tick Search inside files to match the text in the documents, not just their names. Use it when you remember what a file says but not what it is called.
Step 7
See where it matched
With Search inside files on, the matching passage shows under each file's name, so you can tell the right file without opening it.
MSA-Acme.docx
…a notice period of 90 days…
Staff-Handbook.pdf
…the notice period is one month…
Step 8
Filter by tag instead
To see everything with one label, press a tag on any item. A Tag chip appears next to the search box while the filter is on; press it to stop filtering. See Tagging documents.
Try it in Secretary, or create an account to get started.
Related guides
Finding your way around Documents
The folder panel, Home and All Documents, views, columns, sorting and the details pane.
Uploading documents
Add files to the folder you have open, or let Secretary read them and sort them into folders for you.
Uploading a whole folder
Upload a folder from your computer with all its subfolders, keeping the same structure.