How to Save a Search

If you run a search often it could be beneficial to save that search for later.  Each time you run the search it will update with the latest content that matches the search parameters.  

For this example we will run a search for all Storage Agreements. 

  1. Click menu bar Search to open Search Forms.
  2. Enter the Search parameters
  3. Click the Search button.
  4. From the Add'l Actions Menu choose Save Search.
  5. Enter a name for your search.

Once you save your search the page will refresh and take you to My Saved Searches under My SmartCabinet.  In the future you can execute your Saved searches by going to My Smart Cabinet > My Saved Searches and click on the link for your saved search to execute the search.

Inside My Saved Searches you can set a default to run under Quick Search or delete your saved search. 

 

 

 

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