Save a 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.

With saved searches, you can:

• Overwrite an existing saved search with a new result set.

• Revise the filters and save the new criteria.

• 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. Choose between two options:

   • Search for documents.

   • Search for packages.

2. In the Search ribbon, click the Save button on the right side of the page.

   The Save Search 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 in the Saved Searches menu.

     3. Click Save.

   • To update an existing saved search:

     1. Select Update Existing.

     2. Select an existing saved search.

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

     4. Click Save.