Content Manager 25.1 Web Client Help

# Creating a Saved Search

To create a Saved Search using the Content Manager Web Client:

1. Create and run the search you want to save using the Search Query or Search Editor or Search Form options.
2. Click save from the standard toolbar in the Result tabs and the New saved search dialogue appears.

3. Complete the New saved search dialogue:

   - Query - displays the search methods and clauses (search query) for which the Saved Search is being created.
   - Enter Search Name - type the name of the Saved Search. It is recommended that you use a name that will be easy to find next time you want to use the search.
   - Search Owner - type the Location name (or Last Name for a Person) and select the name from the displayed list. This field defines who can access and run the Saved Search. By default, it is set to the currently logged in user. To create a Public Saved Search, leave this field blank.
   - Add to Favourites - click to toggle between Yes, to add the Saved Search to your Favourites, and No, do not add the Saved Search to your Favourites.
   - Filter - type the string based Filter criteria for the Saved Search, e.g. extension:doc
   - Sort - type the sort filter to use for the Saved Search, e.g. sortName
4. Click Save.

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Version 25.1 | Last updated October 2024
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Product: Content Manager 25.1

Topic Title: Creating a Saved Search