Drive
Find a document quickly
Search by name, tag or voucher number, filter by type and date, or browse by the app that saved it.
Before you start
Who this is for
Everyone.
Before you start
- Nothing else.
Steps
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Step 1: Search
Type in Search documents, tags… (Enter) at the top, or press /. You can type a name, a tag or a voucher number.
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Step 2: Narrow it down
Choose where to search — My Documents, Company Documents or Shared With Me — and filter by type or date.
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Step 3: Look in quick lists
Recent and Favorites are often faster than searching.
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Step 4: Find files from other apps
Documents saved by Smart Books, Auditor, HRMS and other apps are filed here too. Switch to browsing by app and financial year to see what each app has saved.
What happens next
You find the document you need without remembering where it was saved.
Questions
How do I mark a favourite?
Use the star on the document. It then appears under Favorites.
Ready? Try it now.
Open Drive in a new tab and follow along.