Learn how to save your often searched specific list of documents and filters


INFO: Watch our video tutorial at the bottom of this page.

Step 1: Add Criteria to your Search



  1. Go to Search.
  2. Enter a term in the search field (optional).
  3. Add the filters you want.


Step 2: Save Search



  1. Click the Saved search button (bookmark icon).
  2. Click the "New saved search +" option.
  3. Enter a name for your search.
  4. Save.


Open a Saved Search



  1. Go to Search.
  2. Click the Saved search button (bookmark icon).
  3. Click your saved search in the list.


Delete a Saved Search



  1. Go to Search.
  2. Click the Saved search button (bookmark icon).
  3. Move your cursor over the saved search you want to delete in the list.
  4. Click the delete button (trashcan icon).
  5. Validate your choice.


Video Tutorial