Create a Saved Search

This Help topic refers to the following editions:

þ Enterprise þProfessional

To Create a Saved Search Document:

• Open the <Find Document> dialog from the Desktop menu bar

• Create a query in either Full Text or Search by Field

• Run the search by clicking the <Find Now> button

• Click <Save and Close> to open a Saved Search Document Window

• By default Saved Search Documents will be placed in the .Saved Search Folder. Select Place in Folder to change the location to store the Saved Search Document

• Enter the index data to identify the saved search

• Click <Save and Close>

Tip:

Saved Search Documents act like any other document in DocuXplorer with the special purpose of saving a query to be run many times. All the functionality of a document can be performed on a Saved Search Document.

Example:

I want to find all documents that need to be reviewed by Clark Kent. In the Full Text Search dialog I type Clark and review and click Find Now. I am now ready to save this search for future use.

• Click Save and Close

• A Saved Search Document Window opens for you to identify the Saved Search

• Click Save and Close

A user can also modify an existing Saved Search

To modify an existing Saved Search:

• From the <File> menu item select <Save As>

• The Saved Search display in a Document Window as above

• Follow the instructions creating a Saved Search Document

• Click <Save and Close>

Tip:

Permissions required to save or modify a search document are the ability to copy or move a document and modify an Index Set.