You can now use the global search bar to easily locate your documents by searching by file name or project, from:
- The Closd home page
- Project pages: Legal Project (LP) and Data Room (DR)
This search applies to documents available in the Documents and Checklist modules, but not to signed documents.
Search Results
Suggested results will appear automatically as you type.
Click on “View all results” or press Enter to access the full results page (25 results per page).
- If the file is in PDF format, it will open directly in the Closd integrated viewer.
- For other formats (Word, Excel, etc.), you will be redirected to the page where the file is located, with the file highlighted.
Folder Navigation
The file path shown in the search results is clickable:
- Clicking on a folder will redirect you to that folder within the corresponding project.
- Clicking on the last folder (where the file is located) will open the document page with the file highlighted.
Filter Your Results
- Use the Filters button to narrow down results by project.
- You can search within the list of available projects.
- Active filters are displayed and can be removed individually or cleared with one click.
Example Use Case
Looking for a file named “Rapport audit 2024.pdf” but don’t remember which project it’s in? Just follow these steps:
- Type “audit 2024” into the global search bar from the home page.
- Matching files from all your accessible projects will appear instantly.
- Click the PDF result to open it in the viewer, or use the folder path to navigate to its location in the project.
If you are a guest on a project, the results displayed will depend on the access rights granted to you by a project manager.
Need Help?
If you have any questions or encounter any issues, feel free to contact our support team through the platform.