Searching for a File or Folder in a Client Vault in the SmartVault Connected Desktop

Any text you enter in the Find tool attempts to find a match with any text in the file name (including the file type) or folder name. Access the Find tool from the Document View pane by following these steps.

  1. Find a client and click on that client in the Client List pane to open that client's vault in the Document View pane.
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  2. Right-click anywhere within the Document View pane to open the right-click menu; click Find.
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  3. The Find tool opens in the Document View pane.
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  4. Type any text to start your search. Your search results load as you type into the Find tool.
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