Saved Search Document Index Set

This Help topic refers to the following editions:

þ Enterprise þProfessional

 

The Saved Search Document Index Set is a preset index set used to define Saved Search Documents. The Index Set contains a template of defaulted fields but can be modified to suit any business process. Included fields are Subject, User/Group and Workflow.

 

Saved Search Document Index Set

 

Use these fields to assign saved searches to specific users, groups or workflows.

 

Tip:

Assigning a user/group or workflow allows users to easily group or sort by the field for logical display and searches.