Searches (Review)

The Searches pages (Review > Searches) displays the searches that have been initiated from the Search Builder.

Note: For more information on creating searches, see Using the Search Builder.

  1. Searches menu bar: Enables you to view:
    • Unsaved: Select to display unsaved searches in the Searches list.
    • Only Mine: Select to display only searches generated by the current user in the Searches list.
    • Expand Searches on display: Increase the number of entries in the Search list.
    • Collapse Searches on display: Decrease the number of entries in the Search list.
  2. Search Summary: View details of the search, including the search criteria used to generate results, as well as edit the Name, Search Type, Privacy, and Labels.
  3. Action column: Enables you to:
    • Open Cached Results: Load the most recent result set for both static and dynamic searches in the Document List. (Default action for static searches.)
    • Update & Run: Erase the cached results and update the search with new results for both static and dynamic searches. (Default action for dynamic searches.)
    • Modify: Load the search criteria in the Search Builder as an existing search. (Unavailable when a search is in progress).
    • Copy: Copy the search criteria in the Search Builder as a new search.
    • Reindex: Reindex the search.
    • HTML Collection: Create an HTML collection.
    • Language ID: Open the Language ID dialog box to select language options and distribution.
    • Export to CSV: Open the Create Report window to download a CSV report.
    • Delete: Delete the search.

To view the documents in a search

  1. In the Search list, do one of the following:
    • Locate and double-click the search with the documents you want to view.
    • Locate the search with the documents you want to view, click its Action icon and select Open Cached Results.
  2. View the cached results of the search in the Document List (Review).