Agiled Docs

Use search and filters when the file manager has too many files to scan manually.

Search By Name

Open Files.
Select the search icon in the toolbar.
Type part of the file name.
Review the matching files.

Search is best for known names, customer names, project names, invoice numbers, or repeated naming patterns.

If your team uses naming rules, search becomes much more reliable. Include customer, project, document type, or date in filenames before uploading when the file will be reused later.

If the filename is unclear, search from the related record instead. Open the project, task, invoice, document, contact, or account and check its attachments. Many files are easier to find from the work they support than from the global file list.

Switch Between Grid And List Views

Use the view toggle to change how files are displayed:

Grid is useful for images and visual assets.
List is better when you need to compare file names, types, sizes, and update dates.

Filter By Type

Open Filter and choose a file type:

Document
Image
Video
Audio
Archive
Other

File type filters are useful when a folder contains mixed assets.

Use file type filters before bulk cleanup. For example, review archives and large videos separately from PDFs or images so you do not remove files that are still attached to customer work.

Filter By Size Or Date

Use size filters to find unusually large or small files. Use date filters when you know roughly when a file was last updated.

Size filters are useful when cleaning storage or finding accidental uploads. Date filters are useful after a migration, customer handoff, or monthly finance upload.

Include Archived Files

Turn on Archived or Include trashed when you need to find a deleted or archived file. Archived files can show restore actions instead of regular edit actions.

Restore only the file you need. If a folder contains many archived files with similar names, preview or check the related record before restoring the wrong version.

Reset Filters

If expected files disappear, clear search and reset filters. A hidden type, date range, or archived toggle is often the reason a file is not visible.

Cleanup While Searching

When you find duplicate or poorly named files, rename, archive, or move them while the context is fresh. Search is also a useful cleanup tool, not only a retrieval tool.

Before archiving shared files, check whether they are linked from a project, task, invoice, document, contact, account, chat, or public link. A file may look unused in the global list while still supporting a live workflow.

Search Routine

When you cannot find a file:

Clear all filters.
Search by the most unique part of the name.
Switch to list view and sort by updated date.
Check the likely folder.
Include archived or trashed files.
Open the related record, such as project, task, invoice, document, or contact, and check attachments there.

If the file is still missing, confirm whether it was uploaded to another workspace or shared through chat instead of Files.

Search Tips For Support

When helping another user find a file, ask for the customer name, project name, approximate upload date, file type, and where they expected to see it. Then search both the Files module and the likely source record.

Search And Filter Files