Need to quickly track down a resume, intake form, or support plan? Equip makes it easy to find documents with powerful search, sort, and filtering tools—whether you’re in the Document Library or viewing a participant’s files.
🔎 Use the Search Bar
Navigate to Documents, or go to a participant’s Documents tab
Use the Search Bar at the top of the list
Search by title or description. Use the category filter to narrow results by category
The list will update in real time as you type
↕️ Use the Sort By Menu
Click the Sort by dropdown to reorder the list
Options include:
Title
Created Date
Great for reviewing the most recent uploads or alphabetizing documents
🗂️ Filter by Category
If your team uses Categories, you’ll see a Filter by Category option
Select one or more categories to narrow your view
Combine filters with the search bar for ultra-targeted results
Equip Tip: Encourage your team to always assign a category when uploading a document. It’s the fastest way to make your document library useful, not chaotic.