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Beginner · 4 min

Universal Search

Search across conversations, projects, documents and other authorised workspace resources.

CoreIntroduced v13.6Reviewed 2026-08-28

What This Does

Search across conversations, projects, documents and other authorised workspace resources.

Why It Matters

This capability helps turn working information into a clearer, reusable professional outcome instead of leaving the result as isolated chat or disconnected files.

How to Use It

  1. Open the relevant EraNorth area.
  2. Start with the business outcome you need.
  3. Add only the authorised project, document, data or organisation context required.
  4. Review the result, sources and permissions before saving, sharing or taking action.

Try It

Open Universal Search and use it on a real low-risk piece of work. Keep the first exercise small enough to review end-to-end.

Example

Search for a supplier name and find the related document, project and conversation.

Tips

  • Keep important claims tied to authorised evidence and review high-impact decisions before acting.

Next

Return to the Academy path that contains Universal Search or search for the next capability in your workflow.

Learn by doing

Open the real feature and apply this lesson to a low-risk piece of work.

Open Universal Search →
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