Frequently used search criteria can be saved with a meaningful name. Saved searches appear in the left tree view panel of the Search tab and can also be accessed from the Saved Search drop-down menu.
Clicking a saved search performs the search in real time and displays results based on the stored criteria.
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Predefined Saved Searches
Docsvault includes the following default saved searches:
•Checked Out: Searches for documents that are currently checked out
•Modified within 15 days: Searches for files modified within last 15 days
•Created Today: Searches for files created today
•Created Yesterday: Searches for files created yesterday
•Created within week: Searches for files created in last 7 days
•Modified within week: Searches for files modified within last 7 days
•Pending Retention Records: Search for records with missing base date
•Document Status Urgent: Searches for documents with 'Urgent' document status
Example - Unpaid Invoice Saved Search:
You can create a saved search for unpaid invoices using a profile such as Invoice with fields:
•Client
•Invoice #
•Amount
•Due Date
•Paid Status
Set Paid Status = No and save the search as Unpaid Invoice. Selecting this saved search automatically displays all unpaid invoices.