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

  overwrite an existing saved search with a new result set,

• revise the filters and save the new criteria

  revise the filters and save the new criteria,

• share a saved search with another person,

• delete a saved search you no longer need, and

• if you are a Tenant Administrator, you can make a saved search available to all users as a global saved search.

To save a search:

1. Make a search in the Documents or Assets pages.

2. In the Search ribbon, click the Save icon .

   The Save Filter dialog box appears.

3. Choose between two options:

   • To create a new saved search:

     1. (Tenant Administrators only) If you want this search to be available to all users, select the All Users check box.

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

     3. Click Save.

   • To update an existing saved search:

     1. Select an existing saved search.

     2. (Tenant Administrators only) If you want this search to be available to all users, select the All Users check box.

     3. Click Save.