Save a Search

Saving a search stores your search filters so that you can return to the same list of items at a later time.

With saved searches, you can:

  • overwrite an existing saved search with a new result set

  • revise the filters and save the new criteria

To save a search:

  1. Search for documents.

  2. In the Search ribbon, click the Save icon A dark blue floppy disk icon..

    The Save Filter dialog box appears.

  3. Choose between two options:

    • To create a new saved search:

      1. Type a name that will appear on the Home page.

      2. Click OK.

    • To update an existing saved search:

      1. Select an existing saved search.

      2. Click OK.

2022 R2