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Browsing, searching & previewing the document library

DocumentsAll usersVerified 15 Sep 20261 min

Browsing

Go to Documents to see the folder structure. Folders can contain files and links, and may be nested.

Searching

Use the search bar to find a document by name across every folder you have access to, rather than clicking through folders manually.

Filtering & sorting

Use the filter and sort options to narrow results by file type, upload date, or status.

Previewing

Select a file to open a preview drawer without leaving the page — useful for a quick check before deciding whether to download it.

Walkthrough video

Every step above, performed once in a demo organisation.

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