Workspace Search
Workspace Search helps you find client evidence from the current workspace. Search is per-client only: results are scoped to the selected client and do not include other clients in the firm.
What Search Covers
Section titled “What Search Covers”Arboris search uses PostgreSQL full-text search over synced and generated client records. Results can include:
- Transactions.
- QuickBooks customers.
- QuickBooks vendors.
- QuickBooks employees.
- General Ledger postings.
- Trial Balance rows.
- AI chat turns grouped by session.
- Report metadata.
Result snippets identify the kind of evidence, such as a source transaction, master-data record, reconciliation row, generated report, or prior AI session.
How To Use It
Section titled “How To Use It”Open a client workspace and use the search input for that client. Search for a vendor, customer, account, transaction description, report type, or phrase from a prior AI thread.
Use search when you want to move from a KPI or AI claim to the evidence behind it without leaving Arboris.
Keyboard Shortcuts
Section titled “Keyboard Shortcuts”In the workspace, / focuses the client search input when focus is not already inside a text field.
The workspace shortcuts remain available:
| Shortcut | Destination |
|---|---|
1 | Analysis |
2 | AI Chat |
3 | Integrations |
4 | Reports |
G | Command Center |
Shortcuts ignore text inputs and composers so normal typing is preserved.
Boundaries
Section titled “Boundaries”Workspace Search is not a public docs-site search and it is not a firm-wide data export. It searches the selected client’s indexed evidence inside the authenticated app.
If a client has not synced data yet, search results will be limited to records Arboris already has, such as report metadata or prior AI sessions for that client.