Instant Search Relevant Results As You Type

The video is unedited - just a real person typing, and the search responding instantly.

Real-Time Answers Across Your Intranet

As your team types, answers appear - pulled from documents, procedures, forms, employee directory, and more. But here's the key: results are filtered by access controls so employees only see what relevant results. No confusion. No oversharing. Just instant, accurate results.

Service on the frontline needs to be instant and accurate.

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.

What's included in the Instant Search results?

Only knowledge, policies, procedures, documents, and commands relevant to the user, using role-based-access controls.

Can the Instant Search be used as a personal shortcut?

Yes. Users can save personal favorites with a name easy to access in the Instant Search.

Does the Instant Search work like a command bar?

Yes. Users that prefer to click less can just start typing the add action in the Instant Search. Only relevant commands appear. For instance: a user that can add alerts can begin typing 'add alert' and immediately navigate to that page.

Instant Search combines powerful functionality with strict access controls - so staff can find what they need, fast, without exposing anything they shouldn't see.