Use Docrio Global Advanced Search

You can perform a global file search across all records using Docrio Global Advanced Search.

  1. Open the App Launcher > Docrio Advanced Search.
  2. Input filter criteria.
  3. 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.


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.

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