Searching for Documents

Note: This content is no longer updated. For the latest content, please go to the user guide for M-Files Online. For information on the supported product versions, refer to our lifecycle policy.

Quick Search at the top of the user interface allows you to search for documents and other objects in M-Files. Use multiple keywords in your search to limit your search results: instead of searching for the word proposal, try proposal followed by the customer name:

You can use the search options and the Filters tab in conjunction with Quick Search to narrow or broaden your search. You can display the search options by clicking the search options button () and the search filters by clicking the Filters tab. Enter the appropriate search options and then click the search button (), or use the the search filters in the right pane, to refine your search.

For more information on M-Files search functions, see Searching.

Now that you are familiar with the search functions of M-Files, proceed to Getting Familiar with Using Metadata to familiarize yourself with using metadata in M-Files.