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Search project documents

Use the document search widget to quickly find relevant project documents and review their latest status.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Documents widget​

Navigate to the dashboard area that contains the Documents search widget; it appears as a card with a search bar and a list of recent documents.

Open the Documents widget

Step 2: Enter a search term​

Click in the search box at the top of the widget and start typing part of a document name, title, or file name to filter the list.

Enter a search term

Step 3: Review filtered results​

As you type, the list of documents updates to show only matching items, including their type, status, and when they were last updated.

Review filtered results

Step 4: Refresh the document list​

If you need the latest information, select the refresh button in the widget header to reload the list of documents from the server.

Refresh the document list

Step 5: Check for loading and error states​

When the list is loading you will see placeholder rows; if an error occurs, an alert icon and message are shown in the widget instead of the document list.

Check for loading and error states

Last updated: 2026-07-30