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There are three ways to find a document, and the right one depends on what you already know. Reaching for the wrong one is what makes finding a document feel slow. Narrow with ⌘K and F first. Only type into the search box when you still don’t know where the document lives. Two keystrokes cut the library to a handful of rows; searching across everything is the slower, noisier path. The two combine, so the fastest route to an awkward document is usually to filter to the client with ⌘K, then search inside what’s left.

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⌘K: you know the client

This is the shortcut to learn first. It is how you should start almost every search.
1

Press ⌘K (Ctrl+K)

The menu opens over the list.
2

Type a client name or client ID

Matching client groups appear at the top, each with a document count.
3

Press Enter

The top result is applied as a filter and the menu closes. The list is now just that client.
The command menu with riverbend typed, showing four matching client groups with document counts. You never have to leave the keyboard, and you never have to know how the tree is grouped.
⌘⌫ (Ctrl+Backspace) clears every active filter, so you can start the next lookup from a clean list without reaching for the mouse.

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F: you know the attributes

Once you are on the right client (or when the client is not what you are filtering by), press F to narrow by attribute. Works anywhere in the list, as long as you are not typing in a field. The documents filter menu open with Client Entity Name, Service Line, Year, Permanent, Source, File type, and Published to client. Pick an attribute, then pick values: Year 2024, Service Line: Tax, File type: PDF. Filters stack, and the active ones show as chips under the search box. ⌘K can drill into these same filters from its Filters list, so once the shortcut is muscle memory you can stay there for everything. The command menu showing a client group search box and a Filters list with entries for Client Group, Client Entity, Service Line, Year, Permanent, Source, and File type.
⌘F is left alone on purpose, so your browser’s find-on-page still works.

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The search box: you know none of that

Use the search box for the generalized case: you can’t name the client, you don’t know which attributes were set, you just know roughly what you are after. The documents list searching for depreciation, showing 132 matches with client groups ranked by relevance and pills showing which attribute matched. Results rank by relevance, groups reorder so the best match is first, and each row carries pills showing what matched, so you can see why a document came back. Filename matches always rank above fuzzy ones.

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When attribute search isn’t enough

By default the search box only reads attributes: filenames, client, year, service line, type, and your custom fields. That is fast and precise, and it is the right default. When it comes back empty, the words you remember are not in those fields. Widen it from the cog inside the search box. The search settings menu with Attributes, All attributes, Full text (OCR), and Vibe options. Both search far more than attributes do, so they are slower and return more noise. Reach for them after attribute search comes up short, not before, and turn them back off once you have found what you needed.
Narrow before you widen. Filtering to one client with ⌘K and then turning on Full text searches that client’s documents instead of the whole firm’s, which is both faster and far easier to read.

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Share what you found

Your search, filters, sorting, and grouping all live in the page URL, so copying the address bar sends a teammate the exact view you are looking at. To link one document instead, use Share in its ... actions menu. Save the searches you run weekly as a view.