Find a document in Records

Short answer

Open Records in the left sidebar. Full steps below.

Steps

1. Open Records in the left sidebar.
2. Search by name, client, email address or file name — punctuation such as dots and apostrophes is handled.
3. Filter by document type; each type is colour-coded.

Still stuck?

If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.