A global search box is available at the top of the page from which Search and Recent Items can be accessed.
Atamis configures which objects can be searched to ensure search results are optimised.
When you click into the search box, a dropdown area will appear to the left of the search box which allows you to narrow your search to specific Atamis custom objects. Select Files to search for documents.
The search engine will look insided the content of Word, PDF, and other files but not scanned images.
Search functionality will also sometimes be available in List Views and Reports, and is identified with the magnifying glass icon throughout the Atamis system.
For a brief overview for how to maximise use of the global search function which is a Salesforce standard functionality, we recommend this brief 3-minute video from Salesforce.
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