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Tell me more about Performing a Document Query

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  1. Go to Documents > Query to access a grid of all your organization’s files independent of any folder structure.
  2. Click on the Query icon alt text to reveal the Document Query form.
  3. Enter or select values in one or more of the desired fields to filter the document grid.
  4. Click on Search.
  5. The results will be displayed on the Document Query grid. Click on the file icon to download the file or click on the file name to navigate to its profile page.

Note: If you wish to view documents from all your child organizations, ensure “Also show information from child organizations” is selected under My Profile before you begin your query.