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Find a document using part of its filename

Use a distinctive filename term and check the current filters.

Updated 2026-11-11

Search documents matches filenames in the document register. Start with a distinctive part of the saved name, such as a company abbreviation or period, rather than a sentence from inside the file.

The search waits briefly while you type and then loads matching results. Check the document count and the loading state before deciding that there are no matches. The list is ordered with newer records first.

If the file is missing, clear the Related service and Document status filters and confirm the selected company. A file with a generic name such as scan.pdf may need to be found through its date, source, and details instead of a meaningful keyword.

Open Details and history to confirm the full filename, company, note, and type before downloading a similarly named file. Search does not certify that a document’s contents match the name. If you are checking an interrupted upload, compare the actual received record and date rather than simply selecting the same file again.

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