Instant Search with Role-Based Results
Real-Time Answers Across Your Intranet
As your team types, answers appear - pulled from documents, procedures, forms, and more. But here's the key: results are filtered by access controls so employees only see what they're allowed to. No confusion. No oversharing. Just instant, accurate results.
What Can Be Searched
- Document Management pages and uploaded files
- Knowledge Base articles with access-based filtering
- Internal Forms and submission tools
- Employee Directory with names, titles, and contact info
- Personal links to internal documents, forms, or external resources
Secure by Design
Every result shown in Instant Search is filtered by your existing role-based access rules. If a user doesn't have permission, it simply won't appear. This means even quick search remains fully compliant with FDIC, NCUA, and internal policy expectations.
Use It Like a Command Bar
Our Instant Search isn't just for finding information - it's a power tool. Users can type phrases like "add sticky note," "add ticket," or "add alert" to launch the right action. It feels fast, intuitive, and modern - especially for banks and credit unions used to clunky portals.
Common Questions
How fast is Instant Search?
Results appear as the user types - no need to hit Enter or wait for a refresh.
Can we disable the command bar features?
Yes. If you prefer a read-only search, command actions can be turned off globally or by group.
Instant Search combines powerful functionality with strict access controls - so staff can find what they need, fast, without exposing anything they shouldn't see.
