Search in Personal Docs

Another win for productivity! This new feature will help you locate your documents faster than ever. Simply use the search bar to locate a document by name.

Search in Office Docs

An exciting new feature, you can now search to more easily locate documents within the Office Docs section of Working Docs! Use the search bar to search by keywords within a specific folder or across all Office Docs folders! 

Found the document you need? Be sure you're taking the correct steps to fill it out (and avoid losing all of your work). 👀

Search in Office Inbox

Search all-around! In addition to Personal Docs and Office Docs, you can now search in the Office Inbox! The Office Inbox is specifically available for Admins and Brokers, but now it's infinitely easier to locate documents sent into the Office Inbox.

File Search Enhancements - Search by Transaction ID

In addition to searching by property address, agent or client name, and escrow number, users can now locate a file by its transaction ID! You can type a file's transaction ID into the search and quickly access the file. For quick reference, the file's closing date will also be shown. To find a file's Transaction ID, you can utilize the Master Data Report in the Admin section.