Unified Search

Looking for a specific message or topic? Workspace can help you find exactly what you need through it's robust Unified Search.

What is Unified Search?

Easily accessing your communication outlets is just as important as keeping them organized. Often times, you need to tediously comb through emails and messaging history to locate important files or information.

Workspace helps to solve this problem. Users can utilize Workspace's powerful search filters that provide an extensive search by author, date, content type, and more. In addition, filters can be configured and saved just one time, which automatically prompts Workspace to search through the entire platform. This also includes emails from your linked accounts.

You can use also use the keyword search, but as your Workspace grows, it may become challenging to locate specific messages. Use search filters to quickly narrow down your results. Through these filters, you can:

• Search for messages by keywords using the Related to filter to find the related content within your conversations.

• Search for messages before a specific date by using the Before, On, and After filters.

Starting a Search

Browser

There are two ways to access Unified Search within a browser. You can primarily do so from the plus sign icon in the bottom left of your Workspace screen. There, you will see the option to Search your Workspace.

The second way is within a Conversation or Topic. Locate the magnifying glass icon in the top right corner of the page. This will bring you to a page to search by keyword or to filter your search via Filters

Mobile

Within the mobile app, using Unified Search can be done by selecting the plus sign icon to the bottom right of the screen.

By selecting the plus sign icon located above your avatar image, another page will open generating a list containing your Workspace contacts. To search for specific information, select the magnifying glass icon in the top right corner of the screen. You can enter any information in the search box to locate a call, meeting, and more:

Filters

Workspace has broad search filters that allow you to search by author, date, content type, and beyond.

Search using Filters:

1. Open the search page through the search input within the top bar (the magnifying glass icon).

2. For each relevant filter in the window, click on the field and either select from the drop-down menu or type in your selection and press Enter.

   • Related to limits your search to messages that contain the keywords you have typed.

   • Date limits your search to messages by date, such as last week, last month, last 3 months, or custom.

   • Before limits your search to messages before a certain date.

   • On limits your search to messages on a certain date.

   • After limits your search to messages after a certain date.

   • Toggling the Messages and Files option limits your search to messages with files or images as attachments.

3. After you’ve selected your filters, type your text into the corresponding text field (the item that you are searching for).

4. Press Enter.

5. Voilà! The search results will show up below.