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Save the searches you use regularly

Save Mail & Document searches so that you can use them again.
  1. Create your search:
    1. Enter search criteria as required.
    2. Customize the results layout as required. See Change the amount of information you see when you're searching.
    3. Click the Search button.
  2. Click the Save Search As button.
Save Search As Button.
  1. Complete these fields:
    • Name – A meaningful name makes it easier to know what the search is for.
    • Description – Include information about the purpose of the search or its parameters.
  2. To share this search, select the Share with others in my organization checkbox.
Search Dialogue.
  1. Click the OK button.

Can't save your search for others to use?  Ask your Org Admin to give you permission.

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