Search in documents

I have read through the help guides, but they don’t seem to apply to our requirements.  I am working on the desk-top version of Q-Pulse, but I also need to utilise the cloud version (which I’m trying to), but as an administrator I’m getting very confused especially with the search in documents.  I think I need someone to just point me in the right direction because using both methods don’t seem to compliment each other.  Help