Purpose
This article explains how to use Search to quickly find projects, files, contacts, and more in SiteRise.
Who Uses This
All users looking to save time finding specific information.
How It Works
The global search bar is available from the main navigation and lets you search across projects, files, companies, and contacts at once.
Type a keyword and SiteRise will surface matching results across categories, letting you jump directly to what you need.
Best Practices
Use specific, unique terms (like a project name or file title) for the fastest results.
If your search returns too many results, add a second keyword to narrow it down.
Use consistent naming conventions across projects and files to make search more reliable (see Naming Standards).
Troubleshooting
If search isn't returning an item you expect, confirm you have permission to view it, or try a broader keyword.