Search

What It Does

The Search feature is an AI-powered search engine across all your community data. Find anything — documents, meeting minutes, member records, payment history, violation notices — with one search bar instead of digging through folders.

Who It's For

Board members of HOA/condo communities.

How to Use It

Step 1: Enter Your Search

Click the search bar at the top of the Board Portal and type what you are looking for. Use natural language like "December 2025 budget" or "violation notice unit 204."

Step 2: Filter Results

Narrow results by category: Documents, Members, Meetings, Payments, Violations, or Everything. The AI ranks the most relevant matches first.

Step 3: Jump to the Source

Click any result to open the original record. No more guessing which folder a file is in — the search takes you straight there.

Common Issues

Q: I searched for a document but it did not appear. A: The search indexes uploaded documents and text content. If a file was just uploaded, wait a few minutes for indexing. Check that the file is not set to a permission level you cannot access.

Q: Can I search inside PDFs and scanned documents? A: Yes. The AI reads text inside PDFs and uses OCR on scanned images. Search accuracy depends on scan quality — blurry pages may not index fully.

Pro Tips

• Use quotes for exact phrases: "roof repair 2025" finds that exact string instead of any mention of roofs or 2025.
• Save frequent searches as bookmarks in your browser for one-click access to things like "Open Violations" or "Unpaid Q1 Dues."

Related Features

• Assistant
• Documents
• Reports

Need Help?

Contact support at support@sanafai.com