You can search for files by simple name search or you can use the Advanced Search feature accessible from the Project Dashboard to search with great specificity.

Search Product Dashboard results by clicking the Filter icon and entering field and operator information to narrow your listed documents for review.

To filter files


  1. Open the Product Dashboard.
  2. Select a directory by clicking its name.
  3. Click the filter icon (Advanced Search).
  4. Click Add Criteria.
  5. Select one of the field types that appears in the Field drop-down menu.

    Do not select the Document Name or Document Size field types. A known issue involving these selections produces an error that will stop this flow and require you to repeat it with another field. 

  6. Select a logical operator from the Operator drop-down menu
  7. Enter or select a value in the Value field. 
  8. Click Apply, or If you need greater search specificity, you click Add Criteria to add more criteria.
  9. If you add multiple criteria, you can control the search expression using logical AND and OR operators between searches in the Filter Expression field.

    Operands must be enclosed with spaces and parentheses. NOT, NOR, and NAND operations are not supported, but these logical cases can be addressed using Operator field logic.