Using search
Type in the search field to find entries by name, notes, or content. Results update as you type. Search looks across all categories so you don't have to remember which section something is in.
Filtering by category
If you prefer to browse, use the category list to show only entries in one area—Financial, Legal, Medical, and so on. Combine this with search to narrow results (e.g. search for "insurance" and filter by Financial).
Staying organized
Clear entry names and a few terms in the notes make search more useful. If you refer to the same topic in multiple entries, use consistent wording so your family can find everything with one search. See Understanding Categories for how to group entries.
Tip: After adding new entries, try searching for them to confirm they're easy to find. That way you know your family will be able to locate important information when they need it.