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Dashboard search

Gemma avatar
Written by Gemma
Updated over a week ago

Searching for proofs on the dashboard

The dashboard search helps you quickly find the proofs you’re looking for – no matter how many you’re managing. You can search across proof details, workflow, messages, and integrations, then refine results with filters and sorting options.

The search bar on the dashboard

What you can search by

Use the dashboard search bar to find proofs using any of the following:

  • Proof ID. Search using the unique proof ID.

  • Collection ID. Search using the unique collection ID.

  • Integration reference. Find proofs linked to external tools, such as:

    • Asana task ID

    • monday.com item ID, etc.

  • Reference text. Any reference text added when the proof was created.

  • Tag. Search using proof tags to surface related work.

  • File type. For example: PDF, .mp4, .ppt, .ai, .psd, etc.

  • Workflow. Find proofs using a specific workflow template.

  • Current step name. Search by the active workflow step name. For example “legal”, “marketing”, etc.

  • Collection name. Locate proofs that belong to a specific collection.

  • Message. Search text contained within the message to reviewers.

Include archived proofs

By default, archived proofs are excluded from search results. Tick Include archived to show both active and archived proofs in your results.

This is useful when tracking down older work or confirming past approvals.

Filtering your search results

Refine your search further by applying filters such as:

  • Status
    For example: in proofing, to-dos requested, new version required, etc.

  • Date or date range
    Narrow results by creation date, due date, or a custom date range.

Sorting your results

Once you’ve found matching proofs, you can order the results to suit how you work.

Sort by:

  • Priority

  • Creation date

  • Due date

  • Name

  • Number of comments

  • Number of versions

  • Status

You can have a different sort order for each saved search or dashboard inbox, sent, outbox, etc to suit your needs.

This helps you quickly surface what needs attention or review next.


Tips for fast searching

  • Use the global search to search for a proof anywhere you are in PageProof

  • Combine search terms + filters for the most accurate results

  • Use smart tags to make proofs easier to find later

  • Include archived proofs when searching for completed or historical work.

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