Save the searches you use regularly

Save a document search

1. Enter your search criteria as required. You can use a combination search strings, filters, and boolean operators such as 'OR' to build your search.
2. Customize the results layout as required by adding or removing columns.
3. Click Search.
4. Click Save Search As.

5. Give your saved search a meaningful name so you and others know what the search is for.
6. Include a desription about the purpose of the search or its parameters.
7. (Optional) Choose if you want to share this search with your organization or project.
8. Click Save.

Save a mail search

1. Enter your search criteria as required. You can use a combination search strings, filters, and boolean operators such as 'OR' to build your search.
2. Customize the results layout as required by adding or removing columns.
3. Click Search.
4. Click Save.
5. Give your saved search a meaningful name so you and others know what the search is for.
6. Include a desription about the purpose of the search or its parameters.
7. (Optional) Choose if you want to share this search with your organization or project.

View, manage and delete saved searches

1. Navigate to the area that contains your saved search. For example, you may have a saved search in either your Document or Mail Register.
2. In Mail, click on the Saved Searches drop-down menu. In the document register your saved searches are found on the far left panel.
3. Click the name of the saved search to run that search.
4. If you have the required permission, you'll see each search has a settings icon (cog wheel) next to it. Click this to edit the name, description, or sharing setting for that search. You can also delete the search if it's no longer needed (or you wish to recreate it).

Notes on visibility:

• By default, only the Organization Administrator can share searches with their organization.
• Org Admins may grant users to share saved searches with their organization.
• Only a Project Administrator from the project-owning organization can share searches with the entire project.

View saved searches on Mobile

In this example, we'll open a saved search in Documents but you can also view saved searches in Mail.

1. Log into the mobile app. 
2. Tap Documents.
3. Tap the Search field.
4. You'll see your saved searches listed in the panel on the left. Tap a saved search to run it.
5. Tap a document to view its details.