How to Filter / Search Through Notes
TJ Feasby avatar
Written by TJ Feasby
Updated over a week ago

How to Filter / Search Through Notes:

  1. Log into the NoteVault website.

  2. Click on the project you wish to enter from the project drop-down menu at the top-center part of the page.

  3. Once in a project, click on the "SEARCH" button (displayed as a magnifying glass).

  4. Click on "More Search Options" to open up the full set of options to search upon.

  5. When you are done entering your search criteria, click the "Search" button.

  6. Individual notes that fit your search criteria will then display (you can clear the search by hovering over the magnifying glass and clicking "Clear").

  7. You may also hit the "PRINT REPORT" button to the right, and all of your search results will then print as a daily report.

You can search by any or all of the following:

  • Notes containing keywords/phrases

  • Notes within a certain date range.

  • Notes made by a certain user.

  • Notes made by a certain company (or subcontractor).

  • Notes tagged to a certain category.

  • notes tagged to a certain issue.

Search Criteria to Choose From:

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