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Search across project content

Use the search modal to quickly find documents and other items within your current project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the search modal​

Use the global search shortcut or button in the header to open the search modal, which appears centred on the screen over your current project view.

Open the search modal

Step 2: Confirm you are searching in the right project​

Check the project name or identifier displayed in the modal header so you know your search is limited to the correct project context.

Confirm you are searching in the right project

Step 3: Enter your search query​

Type a few characters or keywords into the search input; the modal will start searching automatically and show a loading state while results are being prepared.

Enter your search query

Step 4: Refine scope and filters​

Adjust any available search scope options, such as limiting results to documents or other entity types, to narrow down what is shown.

Refine scope and filters

Step 5: Review search suggestions and results​

Look through the streaming list of matched items; as more results load, the list will update without closing the modal.

Review search suggestions and results

Step 6: Inspect result details​

For each result, review the title and any contextual details shown so you can confirm it is the item you need before opening it.

Inspect result details

Click a result row to open the corresponding document or package detail page in the main application, leaving the modal view.

Open an item from search

If no useful results appear, use the retry or clear controls to refresh the search, then update your keywords or filters to try again.

Retry or adjust your search

Step 9: Close the search modal​

When you are finished, close the modal using the close button or keyboard shortcut to return to your normal project view.

Close the search modal

Last updated: 2026-07-22