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You can locate documents or folders by performing a search using all or part of a document or folder name, text contained in the document, or the name of the person who created the document.

You can search documents in the following ways:

Custom Search—Search for a document using multiple field values as criteria. For example, you can search for documents by name or date on which the document was created.

Record Search—Opens a records Documents page to search for specific documents.

Before you add a document to TeamConnect, it is recommended that you perform a search to ensure that the document is not already available.


If you do not see the document that you want, click Search Again and expand or narrow your search criteria. For example, use "Contains" as a search criteria instead of "Begins With", "Ends With", or "Equal To".

For more information about search fields and search criteria, see Searching for Specific Records.