Searching for Files

Clicking Files displays Chatter and Salesforce CRM Content files you own and have access to, including files posted to feeds. The 25 most recently viewed files are listed by default. You can see and search a certain group of files by clicking a specific filter on the sidebar.

All Files—All files you own and have access to from Chatter and Salesforce CRM Content, including:

Files that have been shared with you

Files you're following

Files in your Chatter groups

Files in your Salesforce CRM Content libraries

Files attached by other people to a Chatter feed. This includes files attached to all public groups, whether you're a member or not, and private groups you're a member of, but not private groups you're not a member of.

Recently Viewed—The most recent files you've viewed.

MY FILES—All files you own, files shared with you, and files you follow.

Files I Own—Files you:

Uploaded on the Home or Files page. These are private and not shared with anyone, but you can view them, perform actions, share them, and attach them to Chatter feeds.

Attached to Chatter feeds from your computer.

Uploaded to Salesforce CRM Content libraries you're a member of and your personal library.

Files Shared with Me—All files that have been shared with you either by a private share or a public post to your profile.

Files I Follow—All files that you're following.

FILES IN MY GROUPS—All files you and other people shared to groups you're a member of. The first five groups you're a member of are listed. If you're a member of more than five groups, click More to see a complete list.

FILES IN MY LIBRARIES—All files you and other people uploaded to libraries you're a member of and all files you uploaded to your personal library. The first five libraries you're a member of, including your personal library, are listed. If you're a member of more than five libraries, click More to see a complete list.

To search for files using the Files search:

  1. Optionally, click a filter on the sidebar to restrict your search to a specific set of files.
  2. Enter your search terms in the box on the Files page. You can search by file name, description, owner, type, or within the file's text.
  3. Click Search to see a filtered list of all relevant files based on your search terms. Or click (X) Clear search terms and options to clear your search terms.

You can also search for feeds, files, groups, and people by entering search terms in the search box on the top of the page.

The Files list doesn't include:

Documents from the Documents tab.

Attachments from the Notes and Attachments related list.

This table shows the types of files supported for search and the maximum size a file can be to have the text within the file included in a search. If a file exceeds the maximum size, the text within the file isn't searched, but the file's name, description, type, and owner are.