How do I search documents from the Dashboard?

There are two options to search for documents: the Main Dashboard and the X-DOC Dashboard.

Option 1: Main Dashboard

Navigate to the Main Dashboard and click the Global Search bar located at the top of the page. Enter the value you want to search for. A list of matching documents will appear based on the value you entered.

Click the desired option under the Proposal category. A new tab will open, and the selected proposal will open in the X-DOC Editor.

Option 2: X-DOC Dashboard

Click the Menu icon to open the left navigation panel. Click X-DOC to expand the available options, then select X-DOC Dashboard.

You will be redirected to the X-DOC Dashboard, where a list of all your proposals will be displayed, categorized according to their current stage.

In the top-right corner of the page, you will find the Search Document option. Enter the value you want to search for. The matching documents will be displayed based on the value you entered.

The list of documents will be filtered based on the value you entered. Click the required Proposal name to open it in the X-DOC Editor.

The selected proposal will open in the X-DOC Editor.

Updated on: 07/06/2026