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Saving search queries

After you search for data in Vault, you can save your search query for later use.

To save a search query:

  1. After you perform a search, click Save query. The Create a saved query dialog appears.

  2. Enter a name for the query and click Save.

Your saved query appears under Search in the left pane.

Running a saved query

You can run a saved query to retrieve the same results or additional, newer results, depending on the criteria of the query. For example, if your query includes an end date, you'll retrieve the same results you did when you first ran the query. If the query doesn't include an end date, you'll get your original results plus any applicable newer data.

Note: Saving a search query does not preserve the specific documents related to the query; it only saves the search parameters. Therefore, results can change over time. To save actual search results, create an export set.

To run a saved query, expand the Search list in the left pane of your matter. Click the search query you want to run.

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