How to Save a Search

You can save search results to reference later and share them with other users in your workspace. You can save your search in both the Search Wizard and Power Search. A Workspace Admin must enable the Search app for it to work.

  1. Click the magnifying icon in Search.


  2. Click the Document Search Wizard or Document Search Bar tab.


  3. Enter your search query and click Search.


  4. The system will display your search results. Click Save this Search from the Actions menu on the right.


  5. Next, name your search query and choose whom you would like to share it with. You can keep your saved search private, share it with your group or let everyone in the workspace see it. Next click Save Query.
  6. You can view all your saved searches in the Folder View in your Saved Searches folder.
  7.  You can use Saved Searches as nested searches in a "Master Search". Open the Document Search Wizard and set your criteria to Matching Save Search. Select a Saved Search from the list in the dropdown box. Add additional search conditions by clicking Add another condition.