How to Search for Assets

Overview

The platform includes a unified search experience that helps you quickly locate assets and other records. As you begin typing in the top search bar, the system shows immediate results. Once you confirm or press Enter, you're taken to the full search results page where filtering and extended functionality become available.

Search from the Top Bar

The search bar located at the top of the platform is always accessible and initiates an asset-focused search. As you type, matching assets are suggested in real time. These suggestions display:

The initial search covers the following content types:

Search Results Page

After pressing Enter or clicking “View All Results,” the system opens the Search Results page. This view offers more control and deeper filtering options.

Search Bar

On the Search Results page, a new search bar appears, allowing you to:

Filters

In the search results view, you can refine your results using the Asset Filter drawer on the right-hand side. This allows you to apply quick filters without leaving the page.

Available filters include profiles, metadata, tags, file extensions, and creation or modification dates. These help you narrow down large sets of results to find exactly what you're looking for.

For advanced filter options and how to save filters for reuse in the Library, see Using Filters to Refine Asset Searches.

Search Result Layout (All View)

When using the "All" setting, results are grouped by record type (e.g., Assets, Accounts, Contacts) and display key information such as:

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