Find any document in seconds with attachment search

Stop losing time hunting for documents. The attachment search reaches any file in seconds, wherever it was uploaded from, and puts everything in one place.

How it works

The search pulls every file into a single space, so it does not matter which screen it was uploaded from. Its filters let you narrow things down fast.

Type a keyword or apply the filters, and in seconds you get a list of matching files. Once you find the one you want, you can view it or download it with one click.

Filters that get you there

• Date range: find files by when they were uploaded or last changed.
• User: find files by who uploaded them.
• Related record: filter documents attached to a project, a customer or a product.
• Record name: search for files tied to a specific project or customer.
• File name: type part of the name, or all of it, and get it straight away.

The filters are what turn a search into a result, so people find what they need without a hunt.

What it gives you

The attachment search does more than make files easy to reach:

• 📂 Everything in one place: all your documents from a single screen.
• ⚡ Fast results: find what you need without the detour.
• ⏳ Time back: no more digging through folders and sections.
• ✅ More gets done: the files you need are always within reach.

Where it earns its keep

The attachment search is built for companies and professionals handling large volumes of documents. For instance:

• Admin teams: contracts, invoices and legal papers, found in seconds.
• Sales teams: quotes, proposals and customer files, without the hunt.
• Project management: the documents that matter, without a manual search.
• HR: employee records organised and reachable.

Switch on the attachment search

It is built to tidy up document management and to get your team moving faster. Ready to make your files easy to reach? Get in touch and we will show you how it fits into how you work.

🚀 Stop hunting for files and take control of your documents.