How to: Use global search

You can perform a global search in Dazychain, which will search all  Folders, Projects, Deliverables, Documents, and Invoices. You can search using text or numbers, a string of text and partial words or sequences return results. 

Global search is ranked by relevance, with the best match appearing at the top of your search results. It will naturally prioritise the most accurate matches.

Global search enables you to specify the match results you would like returned:

1. Click on the Magnifying glass icon    at the top right hand side of the screen
2. A pop up window will appear
3. Enter in the word or number you wish to search by. This may be a file number, internal contact, project name, business unit, email address - any data that is in your projects or documents in Dazychain
4. The search text you entered is scored based on how closely it aligns with the available data
5. To view more details about a specific result, select the green magnifying glass icon underneath Detail
6.  

To download a document from the global search

1. Click on the magnifying glass at the top right-hand side of the screen
2. Enter a word or number you want to search for
3. Click on the Documents tab
4. Locate the file to download
5. Click the download button next to the document

Note: Location can be opened in a separate tab by right-clicking and selecting open in new tab