To save entire sets of filter and keyword search criteria use the Save Search... feature. Searches are saved in the database and are available to all Reviewers.
To save a search:
Select all of the filter/keyword criteria to be saved.
Click the down arrow to the right of the Save Search button to show the search options and choose Save Search...
Enter a descriptive name for the search. Click Save.
To recall a previously saved search:
Select Saved Searches from the drop down menu at the bottom of the Filters tree:
Select the search to be applied. The saved search will run automatically.
All of the criteria in the filter tree will be changed to match the criteria specified by the Saved Search.
Note: Recalling a Saved Search may return a different number of results than the first time the search was run if the Review corpus is changed (documents added/removed) after the search is saved.
Manage the Saved Searches through the Saved Searches button on the ribbon bar.
Existing saved searches can be renamed or deleted:
