What if I can’t find a file I know exists

Check the following:

You are using the correct filter (e.g. Status = Active)

The file is not archived (tick Include Archived in search)

You have the right permissions

Clear the filter on your search bar

If the file was recently created, try refreshing your browser with Ctrl + F5.

Tip: Some firms use File ID prefixes (e.g. FAM001) – include these when searching