Saving Searches The Add to Saved Searches box displays. If you want to perform the same search multiple times, save the search criteria so you can easily access and run it without having to enter your search criteria each time. Enter the name of your search in the Document Search Nickname field. Begin by performing your search using the criteria you wish to save. Example: Approvals for past 60 days. Hover over the Orders and Documents icon on the slide-out menu. If you have not created a personal search folder, click New. Click Search Documents. Click the link. Top level personal folder The Search All Documents box displays. Select Advanced Search for more search criteria options. Enter your search criteria and click Go. When your search results display, click Save Search, located under Filtered By on the far left side of the page. Saving Searches (continued)
Saving Searches If you want to perform the same search multiple times, save the search criteria so you can easily access and run it without having to enter your search criteria each time. The Add to Saved Searches box displays. Enter the name of your search in the Document Search Nickname field. Example: Approvals for past 60 days. If you have not created a personal search folder, click New. Click the Top level personal folder link. Begin by performing your search using the criteria you wish to save. Hover over the Orders and Documents icon on the slide-out menu. Click Search Documents. The Search All Documents box displays. Select Advanced Search for more search criteria options. Enter your search criteria and click Go. When your search results display, click Save Search, located under Filtered By on the far left side of the page. Saving Searches (continued)