---
title: How to search for a client files
description: How to search for clients files
---

[Skip to content](https://knowledge.nexone.ca/en-ca/how-to-search-for-a-client-files#main-content)

English - Canada

Show submenu for translations

[![LOGO\_KNOWLEDGE\_BASE3](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE3.svg)](https://knowledge.nexone.ca/en-ca?hsLang=en-ca)

- [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent)
- [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office)
- [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend)

Open main navigation

Close main navigation

- [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent)
- [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office)
- [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend)
- English - Canada
  
  Show submenu for translations
- [Free Webinars](https://nexone.ca/)

[Free Webinars](https://nexone.ca/)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [NexOne](https://knowledge.nexone.ca/en-ca?hsLang=en-ca)
2. [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca)
3. [Clients](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#clients)

June 9, 2026

# How to search for a client files

It is very important to write the Client's File information in the search bar exactly the way that you saved it. Make sure not to add additional spaces at the end while writing your information, as it is case sensitive.

1\. Click on the **Client's tab**

**![0c799f1c-7374-44ce-ab24-7cc1a3082890](https://knowledge.nexone.ca/hs-fs/hubfs/0c799f1c-7374-44ce-ab24-7cc1a3082890.png?width=670&height=600&name=0c799f1c-7374-44ce-ab24-7cc1a3082890.png)**

2\. In the search bar, select **All statuses**, write your client's **First** and **Last name** and click **Search**

**Info:**

To narrow your search, you can include the client's company, contract number, start date, etc..

![dd4b3023-569a-438f-aa14-f23ed092d2e7](https://knowledge.nexone.ca/hs-fs/hubfs/dd4b3023-569a-438f-aa14-f23ed092d2e7.png?width=670&height=600&name=dd4b3023-569a-438f-aa14-f23ed092d2e7.png)

 

- [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#main-content)

    - [General](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#general)
    - [Accounts & Billings](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#accounts-billings)
    - [Clients](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#clients)
    - [Transactions](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#transactions)
    - [Documents and Forms](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#documents-and-forms)
    - [Electronic Signatures](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#electronic-signatures)
    - [Activities](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#activities)
    - [Calendars and Scheduling](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#calendars-and-scheduling)
    - [Brokerage](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#brokerage)
    - [Teams & Sharing](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#teams-sharing)
    - [Integrations](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#integrations)
    - [Common Trouble Shooting](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#common-trouble-shooting)
    - [what's New?](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#whats-new)
    - [Get a 1-on-1 training](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#get-a-1-on-1-training)
    - [Processing the File for 121QA Service](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#processing-the-file-for-121qa-service)
- [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#main-content)

    - [Dashboard (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#dashboard-new-version)
    - [Signature (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#signature-new-version)
    - [Listings (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#listings-new-version)
    - [Buyer Agreements (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#buyer-agreements-new-version)
    - [Transactions (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#transactions-new-version)
    - [Accounting (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#accounting-not-updated-old-version)
    - [Calendar (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#calendar-not-updated-old-version)
    - [Dashboard (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#dashboard-not-updated-old-version)
    - [Listings (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#listings-not-updated-old-version)
    - [Transactions (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#transactions-not-updated-old-version)
    - [Alerts (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#alerts-not-updated-old-version)
    - [EDM and Signatures (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#edm-and-signatures-not-updated-old-version)
    - [Statistics (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#statistics-not-updated-old-version)
    - [Contact (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#contact-not-updated-old-version)
    - [Communications (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#communications-not-updated-old-version)
    - [NexOne Forms (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#nexone-forms-not-updated-old-version)
    - [Tips & Tricks (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#tips-tricks-not-updated-old-version)
    - [Profile (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#profile-not-updated-old-version)
    - [Financial Picture (old version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#financial-picture-old-version)
- [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#main-content)

    - [General](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#general)
    - [Listings](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#listings)
    - [Clients](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#clients)
    - [Transactions](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#transactions)
    - [Office & Employees](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#office-employees)
    - [Documents & Follow-up](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#documents-follow-up)
    - [Forms](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#forms)
    - [Integrations](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#integrations)
    - [Billing](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#billing)
    - [GoEmail](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#goemail)
    - [Setup](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#setup)
    - [FAQ](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#faq)
    - [Webinar / Ring Central Meeting](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#webinar-ring-central-meeting)
    - [Tips & Tricks](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#tips-tricks)
    - [what's new?](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#whats-new)

[![LOGO\_KNOWLEDGE\_BASE2-1](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE2-1.svg "LOGO_KNOWLEDGE_BASE2-1")](https://nexone.ca)

Copyright NexOne Corporation, All rights reserved 2026-2027.

<https://www.facebook.com/nexoneproptech/> <https://www.instagram.com/nexoneproptech> <https://www.linkedin.com/company/nexonetech?originalSubdomain=ca>

Privacy policy | Cookies