Prerequisites
- A workspace with documents that have finished background processing. See Upload your first documents.
Steps
- Open quick search: click the search box, or press Shift twice anywhere in the app.
- Type a word or phrase — a filename, an amount, a company name, or any term you expect to appear in the document itself.
- Review the results. Quick search looks at both filenames and the text Paperplane extracted from each document, including OCR text from scans in German and English, so a term inside a scanned invoice or contract can surface it even if it’s not in the filename. It combines exact keyword matches with matches by meaning, so related wording can also find a document.
- Open a result to view the document, or refine your search terms if you get too many or too few matches.
Expected result
You see a list of documents whose filename or extracted text matches your search term, across every folder you have access to.
Common problems
- A document I know exists doesn’t show up. It may still be processing — text extraction has to finish before a document is searchable. Give newly uploaded documents a little time.
- Too many results. Add more specific terms, such as a date, an amount, or a name, to narrow the list.
- I want an answer, not a list of documents. Quick search returns matching documents. For natural-language questions like “What did we agree on the delivery date?”, use AI archive search instead: it answers only from your documents and cites the document and page it used.
- A scanned document’s text doesn’t match what I typed. OCR accuracy depends on scan quality; a low-resolution scan may have extracted text with errors.