Save the searches you use regularly

1. Create your search:
   • Enter search criteria as required.
   • Customize the results layout as required by adding or removing columns.
   • Click the Search button.
2. Click the Save Search As button.

3. 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.
4. (Optional) Choose if you want to share this search with your organization or project.

5. Click the OK button.

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. Click on the Saved Searches drop-down menu. 
3. If you have the required permission, you'll see each search has a settings icon (cog wheel) next to it.

4. Click the name of the saved search to run that search.
5. Click on the Settings icon for the search you wish to edit.
6. From here you can change the Name, Description, and Visibility.
7. (Optional) Click to Delete this search if it's no longer needed (or you wish to recreate it).
8. Click Save when you have finished your changes.

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.