Saving Search Criteria

The criteria you specify in Search fields can be saved for use at a later date. This is particularly helpful when you construct a complicated search that returns a specific set of results; rather than entering the details each time you wish to search for files, enter the criteria once, save it and select from a saved searches list.

Prerequisites: You must have the 'Allow User to access Search Page' and 'Manage Saved Searches' functions enabled for your role.

To save search criteria:

1. Open the Search Page (page 1).
2. Click More options.
3. Enter your search criteria in any of the fields.
4. Tip: Before saving your search criteria, click the Search button and review the Search Results to determine if you need to add, modify or remove criteria.
4. Click the Save button. The Save Search dialog appears.
5. In the Name of Saved Search field, type a descriptive name so the saved search can be easily identified later.
6. Note: If you type the name of an existing saved search, you must confirm that is should be replaced. Click Yes to replace the saved search.

6. Click OK.

   You are returned to the Search Page and the search is saved to the Saved Searches list. See Executing a Saved Search for more information.