Performing a simple search in the system

The search bar is located at the top of the screen in almost all areas of the system (except for record, Administration, and My Account screens). When searching for one or more words in this field, the system will perform a search across all content registered in McFile.

To search:

1. Type what you are looking for in the search bar.

2. Press the "Enter" key on your keyboard or click the Magnifying Glass icon.

The system is intelligent and organizes everything it finds on the left side of the screen:

  • Total: It shows how many files were found in total.
  • Separated by record type: It shows the results for each type of record found containing the searched data. To see what was found, just click on the type you wish to open.

To view a record found by the search, simply click on its name in the results list.

On a record screen, you can also perform a simple search by clicking the Magnifying Glass on the right side and typing the content you wish to find.