Search Records and Documents

The aim of Teamogy is to be user-friendly and effective software. Search Records and Documents is very simple. You can use a search engine or breadcrumbs.

Breadcrumbs

Use filters to work more efficient with your Documents. Just go to the view, where you would like to search and use breadcrumbs to find the document. For more details about breadcrumbs – check the help here. Check the GIF below.

Search engine

1. Go to view, where you would like to Search. In our example it is All Documents view.

2. Use Search.

3. Type into Search first three letters from Company name and press Enter. You could type into Search whole name of the Company.

4. Type into Search first three letters from Document’s name or whole name and press ENTER. You could type into Search the whole name of the Document.

5. Type into Search Tag from Document.

6. Type into Search the Number of Document.

Get in Touch

If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.