Press ⌘K (Mac) or Ctrl+K (Windows) anywhere in the app — or click the search bar in the top bar — to open the command palette.
What it searches
- Transactions — by deal name or address.
- Documents — by title, across all your deals.
- Conversations — past deal assistant chats.
- Settings — jump straight to Billing & Quotas or Workspace Settings.
- Help — these articles, opened in a new tab so you don't lose your place.
If you're not finding something
- Type at least 2 characters — shorter queries don't run.
- Results are scoped to your current workspace; if you belong to several, switch workspaces first.
- Settings entries are role-gated: Billing & Quotas only appears for the workspace Owner, so "missing" settings results usually mean a role, not a search problem.
- A document uploaded seconds ago may still be processing; give it a moment and search again.