To save a search for future use, select the appropriate option from the Save Options drop-down menu. Typically, you may leave the Auto Search toggle disabled. Enabling the Subscribe toggle will prompt the system to email you whenever new results are available—a helpful feature when monitoring for new documents or tasks.
Upon saving, your search will be added to the left-hand menu under the corresponding search screen link (for example, Documents). To view or hide saved searches, click the triangle next to a search screen link. You can also adjust the width of the left-hand menu as needed. If you have subscribed to a search, a bell icon will appear next to it. To unsubscribe, simply click the bell icon at any time.
Click here to learn more about saved searches
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