Finding Clients and Files in the Connected Desktop

GENERAL USER

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.
    CD - Clients search.png

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.
      CD - Clients Quick Search - short.png

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.
    CD - Find Files option.png
  3. Type your search text in the Find tool.
    • Results appear highlighted as you type.
      CD - Find files.png

  Note

Folder structures vary depending on whether you have a tax or non-tax plan and which engagements you've selected.

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