Product / Knowledge Base / 9. Search Microsoft 365

9. Search Microsoft 365

User & Administration Guide — Version 1.1.7.0

Guide summary

Search files, saved emails, folders, and mailbox results by keyword. Filter by source, file type, date, and author, then insert a link back into the message.

On this page

Open Search from the header. Examples: invoices this week, PDF from Dana, contract emails. Optional phrase understanding turns wording such as PDFs from last week into filters.

9.2 Filters

  • Source — all sources, SharePoint, OneDrive, or mailbox.
  • File type — any type, spreadsheet, document, or email.
  • Date — any date, today, this week, this month, or this quarter.
  • Author — type a name or email.

9.3 Use a result

  • Open in Microsoft 365, preview in the pane, or copy a link.
  • Insert a link into the current message when you are composing.
  • Use as destination only when the result is tied to a library Mailroom can file into. Mailbox results cannot be destinations.