Content Manager 25.1 Office Integration Help

# Saved Searches

## Creating a Saved Search

To create a Saved Search:

1. Create and run the search you want to save. A Select from... dialog appears.
2. Right-click in the results Select from... dialog, point to Search and then click Save Search As. The New Saved Search dialog appears.
3. Complete the New Saved Search dialog:

- 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.
- Description - type in the details of the saved 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.
- Within Search Group - Search groups help you organize your saved searches, but are not saved searches themselves. Type the Search Group you want to save the search in, if it doesn't exist you will be prompted to create the Search Group when you save your saved search. If the Search Group already exists, click the KwikSelect and select the required Search Group from the displayed list.

- Add to Favorites - click to toggle between Yes, to add the Saved Search to your Favorites, and No, do not add the Saved Search to your Favorites.

1. Click OK.

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

Topic Title: Saved Searches