The search box at the top of every page looks across the pages you can open and the records you can see — clients, users, facilities, forms, documents and Knowledge Base articles — so you don't have to know where something lives.
Results follow your role: a group only appears if you have access to that kind of record.
Step 1
Open search
Click the search box. Before you type, it shows your Recent searches, the pages you Recently visited (or Quick links when you haven't visited many) and your Recent records. Click any of them to go straight there, remove a search with its ✕, or clear the lot with Clear all.
Step 2
Type a few letters
Pages match from the first letter; records start matching at two. If nothing matches exactly, close spellings are offered instead.
Step 3
Read the results
Results are grouped — Pages, Clients, Users, Facilities, Forms, Documents, Knowledge Base — up to five of each, with the matching letters highlighted. See all opens the full list for a group.
Step 4
Open one
Click a result, or move with the arrow keys and press Enter. Esc closes the search. What you searched for and what you opened are saved to your history for next time.
Keep reading
Tutorial
Accept an invitation on your phone
Join an organisation from the invitation waiting for you after you sign in to the app.
Mobile appTutorial
Show your digital ID
Open your in-app staff card, check its displayed details and present it according to your organisation's process.
Mobile appTutorial
Find help
Search the guides by what you are trying to do, narrow them to where you are working, and read one.
Web dashboard