Managing Saved Searches

Saved searches can be made available to other users within the company or to the project and set as their default filter.

To make the search condition available:

  1. From Advanced Search in either Mail or Documents click Manage.

  1. Select the saved search and Edit.

  1. Change the Title if required.

  1. Select the Make the Search Conditions available to: either My Company or My project as applicable.

  2. Add any Comments if required

  3. The default filter can be specified, this is dependent of the option selected for making the search condition available.

  4. Click OK.

Search conditions can also be set as default filter from Manage, select saved search, Set as default then choose company or project.