Emailing a Saved Search

Content Manager allows users to share saved searches via email. A saved search can mailed to other Content Manager users to share the saved search results list.

To email a saved search:

  1. Open the list of saved searches, either by:
    1. On the Manage tab, in the Other group, click Saved Searches
    2. From the Shortcut tray, click Favourite group and then click Saved Searches
    3. On the Search tab, on the object drop-down list in the Find group, select Saved <object name> Searches
  2. Right-click on the saved search(es) to be shared, click Mail. The Send to Mail Recipient dialogue box is displayed.
  3. On the Send to Mail Recipient dialogue box, select which attachments/links to include in the email:
    • Attach reference - sends a Content Manager reference for email recipients to view the saved search results list in Content Manager. See Content Manager references.
    • Include web URL - sends a Content Manager Web client or Content Manager WebDrawer URL for email recipients to view a document using a Web browser.
  4. Click OK. A new email window will display.
  5. Address the email using your email application addresses, update the Subject and add a message to the email body, if required.
  6. Click Send to send the email to the email recipients.

The email recipients can open the saved searches by either opening the attached TR5 file or by opening the web url. The search results list will be displayed in either the Content Manager client or the Web Client/ WebDrawer.