Finding Documents: Search, Favorites, and Links
Search the current view
- Open Applications → Documents.
- Choose the relevant global, Workspace, Application, or Page scope.
- Enter text in Search documents....
- Clear the field to restore the full result set.
Search filters the current Documents scope or folder. It is a text filter, not an AI question-answering tool. Knowledge search is configured and used from the Knowledge and AI Agents areas.
Use Flat view for broad file searches
When you know the current Workspace, Application, or Page but not the nested folder, switch to Flat. It displays all files in that scope together and is usually faster than browsing Entity → Instance → Field.
Switch to Folders when the location itself matters or when you need to manage a folder.
Favorite an item
Select the star on a file or folder to add it to your favorites. A gold star means it is saved. Select it again to remove it.
Favorites:
- are saved to your account by the platform;
- follow you across signed-in sessions and devices;
- are personal and do not change another user's ordering;
- appear before non-favorite items, with the active sort applied inside each group.
Share or bookmark a location
Documents uses the current Applications address, for example:
/applications?view=documents&...
Additional query values identify the selected Workspace, Application, Page, folder path, or target document. Copy the complete browser address after reaching the required location.
The recipient opens the same context only if their role and document grants permit it.
Breadcrumbs
- Select a breadcrumb segment to jump to that parent.
- Select the back arrow to move up one level.
- In scoped Documents tabs, the first breadcrumb items represent the selected Workspace, Application, and Page.