---
title: "Document Search"
slug: "document-search"
updated: 2026-07-30T17:21:21Z
published: 2026-08-11T11:57:45Z
canonical: "help.idibilling.com/document-search"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Search

To display the Document Storage OminSearch, select **SEARCH** from the Document Storage menu.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82740(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A38Z&se=2026-11-14T11%3A57%3A38Z&sr=c&sp=r&sig=HZ0Iscc0oo6ZqRyPa0kkKIiIZoE0ptSQX1UzgUn8K%2Fs%3D)

You can search by entering a document or user name, by category, by upload date range (under **More Options**), or by Application (under **More Options**).

#### Search by Name

This lets you find a document by specifying the document or user name. You can search on a partial or full name. Enter the search criteria and click the ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/74337(2).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A38Z&se=2026-11-14T11%3A57%3A38Z&sr=c&sp=r&sig=HZ0Iscc0oo6ZqRyPa0kkKIiIZoE0ptSQX1UzgUn8K%2Fs%3D) icon to perform the search.

As you enter text in the Search field, cached search criteria, as stored by your browser, that match the text are listed below the Search field. You may select from this list as appropriate or ignore and continue to enter text. .

**Show picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82737(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A38Z&se=2026-11-14T11%3A57%3A38Z&sr=c&sp=r&sig=HZ0Iscc0oo6ZqRyPa0kkKIiIZoE0ptSQX1UzgUn8K%2Fs%3D)

#### Search by Category

If you have document categories set up, you may select a category from the drop down menu.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82743(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A38Z&se=2026-11-14T11%3A57%3A38Z&sr=c&sp=r&sig=HZ0Iscc0oo6ZqRyPa0kkKIiIZoE0ptSQX1UzgUn8K%2Fs%3D)

This finds all documents of the selected category. You can use this in combination with other Search criteria. In this case, the search will return documents of the selected category that match the other specified criteria.

**Uncategorized** is the only option if no other categories are set up.

#### More Options

Clicking **More Options** displays fields for searching by To/From Upload date or Application.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82746(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A38Z&se=2026-11-14T11%3A57%3A38Z&sr=c&sp=r&sig=HZ0Iscc0oo6ZqRyPa0kkKIiIZoE0ptSQX1UzgUn8K%2Fs%3D)

- Uploaded To and Uploaded From are date picker controls. You can use either one alone or both together to specify a date range.
- Application is a text field that accepts full or partial application names, for example ***tick*** for Tickets or ***cust*** for Customer Care. This lets you search for documents used in the specified application.

#### Search Results

If your search finds a single match, the system displays that document's detail page.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82749(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A38Z&se=2026-11-14T11%3A57%3A38Z&sr=c&sp=r&sig=HZ0Iscc0oo6ZqRyPa0kkKIiIZoE0ptSQX1UzgUn8K%2Fs%3D)

If multiple matches are found the system displays the list of documents.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82752(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A38Z&se=2026-11-14T11%3A57%3A38Z&sr=c&sp=r&sig=HZ0Iscc0oo6ZqRyPa0kkKIiIZoE0ptSQX1UzgUn8K%2Fs%3D)

From here you can select a document to display its Details page by clicking the Document Name.

The column second from the right indicates whether the document is confidential ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82753(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A38Z&se=2026-11-14T11%3A57%3A38Z&sr=c&sp=r&sig=HZ0Iscc0oo6ZqRyPa0kkKIiIZoE0ptSQX1UzgUn8K%2Fs%3D)or non-confidential (blank)

If the document is downloadable, you can click the download icon in the far-right column ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82755(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A38Z&se=2026-11-14T11%3A57%3A38Z&sr=c&sp=r&sig=HZ0Iscc0oo6ZqRyPa0kkKIiIZoE0ptSQX1UzgUn8K%2Fs%3D), to download the document directly from the search results.