Chapter 3 – Vault ObjectsChapter 3 – Vault Objects\Searching dataSearching data\FiltersFilters\To refine a Search

To refine a Search

You can refine the results of the last search you performed. When you refine a search you also have the opportunity to save the search as a filter, if you wish.

 

 

o   Select the document type.

A list of filters for the document type appears. The most recent search appears in the filter list as LAST.

o   Click on the checkbox next to the LAST filter

 

If you have not named and saved the search as a saved filter, the most recent search will appear in the filter list as LAST.

 

o   Click on «Edit »

 

The properties of the document type are displayed showing the current search criteria.

 

 

 

Modify the search criteria as desired, then click on «Save »

 

If you want to save the search results, rename it as you wish before clicking on «Save» and it will be saved as a private filter.

 

Top of Page
Top of Page