System Admin


Retrieving Saved Searches

Document Hub

The Document Hub is the library where a client’s documents live. These documents can be uploaded to a client’s site, be viewed or downloaded or have edits made to their meta data.

Retrieving Saved Searches

Click the Documents tab to begin.

  1. Click the menu icon to see a list of your Saved Searches.

  1. Click the required Saved Search Name to easily filter your documents. Then click the menu icon again to hide the list of Saved Searches.
Note: if you have a long list of Saved Searches, you can use a keyword in the Filter Saved Searches field.

The listed documents will filter to match the selected search’s criteria.