Keyword Search for Signature Requests and Documents

With enhanced search functionality, you can now easily and quickly find the specific document you’re looking for with a quick keyword search. Here’s how. 

1. Scroll down to the S-Docs tab in your HubSpot instance and click on the Manage Templates button. 
2. Click into the tab you want to search in — Templates, Signature Requests, or Documents. 
3. Search the keyword(s) associated with the document you’re looking for. In the demo above, we will search for templates that say “NDA.” S-Docs will search for the keyword in the name of the document or signature request. 
4. All of the items with the specific keyword(s) you search for will populate.