(Please note that the video may not have sound.)

To save a search for specific parameters or set of documents, click on the disk icon near the search bar.

The name of the search will default to today's date, but you can change it to something more meaningful for you. A description may be added, but is not required in order to save the search (e.g. priv docs to QC, responsive to RFP 12, etc.).  The search may also be locked at this time, or may be locked at a later time (further explanation below).

Once the search has been saved, a green success alert will show up at the top of the screen letting you know the search was correctly saved. If the alert is red, something likely went wrong and you'll need to re-save the search.

Unlocked searches are dynamic and will optimize results as data is added and/or removed. If you would like to be able to reference the same set of documents, this may be accomplished by creating a locked search. This will allow you to save a static set of documents regardless of other factors, such as new data, tag alterations, or anything else that might affect the results of a search. If you choose to lock a search, you can also include families and/or split the results into review sets.

How Do I Create Review Sets for Reviewers?

 A saved search may still be be locked after it is created.  All saved searches can be accessed by clicking on the green "Saved Searches" text in the top-right corner of the search page.

Under the list of saved searches created hover over "...More" and additional options will become available.  When locking a previously unlocked search, you will also be given the option to include families and/or designate review sets.

In addition, saved searches may be re-run like macros, the name can be edited, or it can be deleted. To update an existing saved search, you would want to run the old search, make any changes, and save it as a new search. You can also use the saved search to download or produce the documents in your saved search.

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