Find my document

Introduction

Use this article when you want to find a document in the platform. The steps below help you search within the correct document type and locate documents.

Summary

After following these steps, you can search within the appropriate document type and browse available document folders to find the document you need.

Steps

1. Open the home screen.
2. Review the available document types (folders).
3. Select the document type where the document is most likely stored.
4. Use the search box to search for specific document details, such as the document name.
5. Browse the available document folders if the search results do not show the document.
6. Contact your local Tangelo team member responsible for document access if you still cannot locate the document.

Remarks

• Privileges may affect which documents and folders are visible. Learn more about privileges: [LINK]
• If a document is missing due to access restrictions, your internal Tangelo manager can assist with access-related questions.