Open a Saved Search in Portal

Saving a search stores your search filters so that you can return to the same list of items at a later time. You can retrieve and apply these saved filters on the Documents List and the Packages List of a project.

To open a saved search:

1. Open the project whose records you want to search as described in Open Projects.

2. Choose between two options:

   • In the navigation bar, click the Documents icon .

     The Documents page appears and lists the documents in the current view of the project.

   • In the navigation bar, click the Packages icon .

     The Packages page appears and lists all the packages in the current project to which you have access.

3. Choose between two options:

   • Select the saved search you want to use from the Saved Searches menu.

     This menu appears in the upper-right corner of the page, to the right of your search filters.

     The page is filtered to display the results of the saved search.

   • If you have many saved searches:

     1. Type the name or part of the name of a saved search.

        Results matching your search criteria appear in a list.

     2. Click the saved search you want to open.

        The page is filtered to display the results of the saved search.