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Search for the saved filename rather than document contents

Understand the document register’s search scope.

Updated 2026-11-11

The document register searches the file_name field. It is not a full-text search of every page inside each PDF, spreadsheet, or image.

If a phrase from a contract or letter returns no results, search a word from the actual filename instead. Clear other filters and confirm the company context. The document may be present under a short or generic exported name.

Use the Type, Related service, Source, Date, and Status columns to narrow the list. Open Details and history for the full filename and any note that explains the file. Then view the document to inspect its contents.

When preparing future uploads, choose filenames that identify the purpose and period without exposing unnecessary private numbers. A useful upload note adds context but does not turn the current filename search into content search. Do not rename the company or create duplicate uploads solely because a text phrase was not found. If the library itself fails to load, use Retry rather than interpreting the failure as an empty search result.

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