You can perform a global file search across all records using Docrio Global Advanced Search.
- Open the App Launcher > Docrio Advanced Search.
- Input filter criteria.
- Select Go (or hit Enter/Return).
Toggle Between Record Types
The Related To field in the File Advanced Search options enables users to limit the scope of their search to a specific record. When blank, all supported records are searched.
Limitations
The Related To field displays a list of recently viewed Record Names, shown below:
These Names are not accepted as search criteria. Instead, input a value related to the Display Field of the record you want to find. Display Fields might vary per object based on the configuration of your Salesforce Org.
