Open Assets and type in Search assets, or use the header search control. Start with a recognizable word from the record's name.

Use the visible filter controls to narrow the search:

Typing a filter prefix presents choices; select the intended choice to apply a filter. Plain text is not silently converted into an organization or asset-type restriction.

Type @ to choose an organization, # to choose an asset type, or / to see available shortcuts. For documents, typing /docs offers the Documents choice. Select it before entering the rest of your search.

The available shortcuts depend on your account and permissions. Remove a filter chip to broaden the search again.

An explicit organization filter determines the search scope. Otherwise, the search can inherit its page's organization context. With neither, it searches accessible organizations.

A search field inside a particular asset list narrows that list. Search results still respect your permissions; “all organizations” never means unrestricted access to other accounts or private records.

Select a document or ordinary asset result to open its record drawer. Password results can use a quick card with their own reveal controls. Use the drawer's expand control when you need more room.

Follow linked records and use the available navigation controls to return. Before editing, check the record name and owning organization.

Use the search area's Ask Lex action to continue from the current query. Review the organization and type filters first; the handoff can include this scope.

Lex's response is a separate step from finding or saving a record. Check the cited records and verify important information before acting on it.