Performing a Search

You can sort, filter, and use the global search and Smart Folders to find items in your account.

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Sort

You can sort list items by clicking column titles of any dashboard or screen. You can alphabetically sort names, email addresses, account roles, and active status.

An up arrow to the right of the column name indicates that the column is sorted in ascending order.

A down arrow to the right of the column name indicates that the column is sorted in descending order.

Filter

Depending on the screen or dashboard in ConceptShare, you can filter list items by clicking Show filter panel .

See the Learn more about... section of this topic for specific screens and dashboards.

Global Search

You can perform global searches in the Search Anything field of the Navigation panel.

Clicking Advanced Search displays additional criteria for narrowing down your search. Enter your query in the Search For field. You can search in All Projects, or select a Project in the Search In field.

You can filter your search further by selecting specific areas within ConceptShare, or by Project Title, Description, Custom Forms, and Tags.

Smart Folder
Important: Smart Folders are available only in the Enterprise Edition of ConceptShare.

Access Smart Folders from the Navigation panel. Smart Folders are pre-configured searches in ConceptShare. They enable users to find items without manually entering the search criteria each time. You can store Projects, Assets, or Review results in Smart Folders.