> ## Documentation Index
> Fetch the complete documentation index at: https://docs.go.aiinsurance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Global search

> Find records across your company and open them from anywhere in the app.

Global search finds submissions, quotes, policies, events, exposures, people,
and organizations in your current company. You only see records you have
permission to view.

> [!NOTE]
>
> Search appears in the sidebar when global search is enabled for your company.

## Find a record

1. Select **Search** at the top of the sidebar, or press **Cmd+K** on Mac or
   **Ctrl+K** on Windows.
2. Type at least **two characters**. Results update as you type, with matching
   text highlighted.
3. Select a result to open it. You can also use the **up and down arrow keys**
   to select a result and **Enter** to open it.

Search looks for your phrase within record names and the additional fields
configured for your company. Capitalization does not matter. For example,
search by part of a name, or by an email address if your company has made
email searchable.

## Narrow the results

Select a record type above the results to search only that type. Hold **Cmd**
on Mac or **Ctrl** on Windows while selecting types to add or remove them.
Select **All** to search every available type again. Your browser remembers
your selection.

Search shows up to **20 results**, with the best matches first. If you do not
see the record you need, add more of its name or narrow the record types. If
nothing matches, check your spelling and selected types, or try the record's
name instead of another field.


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