Working with Saved Searches

What can you do

Saved Searches allow you to store frequently used search parameters for quick and easy access. Instead of re-entering the same criteria each time, you can save your search settings under a custom name and retrieve them whenever needed. This feature is especially useful for recurring searches, helping you streamline your workflow and save time.

Save a Search

1. Go to Search
2. Perform a Search by entering the parameters
3. Click Save
4. Enter the name for the search in the pop-up

   

5. Click Save Changes

Run a Saved Search

Provides a view of your starred documents, also known as your favorites.

1. Go to Search
2. Click on Ellipses --> Saved Searches

   

3. Click on the search name you want to run again

   

   Click on Search to go back to search fields to run a new search

Delete a Saved Search

Follow the instructions below to delete a saved search:

1. Go to Saved Searches
2. Find the saved search you want to delete
3. Click Delete next to the search

   

4. Click Delete in the pop-up