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Press Cmd K (or Ctrl K on Windows) anywhere in Proprietas to open universal search, or click the Search field at the top of the sidebar. It’s the fastest way to move around without clicking through menus.

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What You Can Find

One search box, everything in it:
  • Sites: jump straight to a site’s page
  • Compliance obligations: find a regime on a site and its status
  • Leases and deeds: open a lease by tenant or address
  • Documents: locate a certificate or a PDF you’ve uploaded
  • Issues, work orders, rent and assets
  • Filtered views: open a grid already filtered to what you typed
  • Pages: go to any part of the app, including pages that aren’t in the sidebar, such as Leases, Inbox and Audit Log
  • Chats: reopen an assistant conversation

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Before You Type

With an empty search box, the palette shows:
  • Recent: the items you opened most recently
  • Recent Searches: what you searched for last
  • Quick Actions: New Issue, New Work Order, Add Site, Add Contractor, Open Inbox and Open Settings
New Issue and New Work Order open the matching list and put your cursor in its new-record row, ready to type a title. See Logging an Issue Yourself.

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Type Tabs

Results group by type as you type. Tabs across the top of the palette show All plus each type that has results. Press ← or → to switch tab. While you’re typing, the arrows only switch tab when the cursor is at the start or end of your search.

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Keys

A footer at the bottom of the palette lists the keys: Search respects your active site scope, so when you’re focused on one site, its results come first.
Documents marked as sensitive don’t appear in Cmd K results for anyone but an organisation admin. Their titles never surface in search to other members. Sensitive documents are visible only to admins everywhere they appear, search included.
Treat Cmd K as your default way to navigate. It’s almost always faster than the sidebar once a workspace has more than a handful of sites.

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Search vs the Assistant

Search takes you to something that exists: a page, a record, an action. The assistant answers questions about your portfolio (“which sites have an overdue EICR?”). Reach for search when you know what you’re looking for. Reach for the assistant when you have a question.