This article covers the search function to search text within documents in data room style tabs.
Please note that this function is enabled on a room by room basis so please contact [email protected] to have this function turned on for the relevant deal spaces where it is needed.
The search function appears on the top right hand of the deal space window above the workflow tabs.
Click into the search box to open the pop up search window.
Enter the text to search on.
This will return a list of documents, across any data room, where that text appears, as well as similar text.
The search is performed across the following file types:
The search returns a list and is sorted in order of relevance.
The document can be clicked on and opened in the online document viewer.
Close the document to return to the search window.
If you have any further questions, please email our Help Desk: [email protected]