You can quickly locate clients and find important files or folders in Connected Desktop. This guide provides step-by-step instructions for using search features to efficiently navigate client records and documents, helping you save time and streamline your workflow in the Connected Desktop platform.

Finding a Client

Method 1: Using the Search Field

1. Navigate to the Clients tab.
2. In the Search field at the top of the client list, type your client's name.
   • The list filters automatically as you type.
3. To see all clients again, click the X icon to clear the search field.
   

Method 2: Using Quick Search

1. Click anywhere in the Client List to make it active.
2. Start typing the client's last name.
   • For example, to find Su Kunis, type "Kunis" until the record becomes highlighted.
     

Finding Files in a Client's Vault

Once you've found your client, you can search for specific files and folders:

1. Click on the client's name to open their vault in the Document View.
2. Right-click anywhere in the Document View and select Find.
   
3. Type your search text in the Find tool.
   • Results appear highlighted as you type.