Searching in Conga Collaborate
Collaborate search allows you to quickly narrow down the list using document attributes or previously saved searches.
Global Search
To perform a search for all content:
-
Under All Content, enter a keyword in the Search field and press Enter.
Note:You can add multiple keywords, which are added as tags. Click the x next to a tag to remove it. Clicking the tag icon allows you to select predefined tags for searching.
To perform a search in a Saved Folder:
-
Enter a keyword in the Search field and press Enter.
Note:You can add multiple keywords, which are added as tags. Click the x next to a tag to remove it.
Filtered Search
To search within a specific filtered category:
- Click on Content in the navigation menu on the right.
- Under All Content, click one of the following options: Files, Forms, Images, Pages, Text Snippets, or Variables.
- Enter a keyword in the Search field and press Enter.
