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Saved Searches and Notifications
Saved Searches and Notifications
Sara Octave avatar
Written by Sara Octave
Updated over 10 months ago

Creating a Saved Search

All LegalSifter Control users can save and share their searches.

Save/Update a Search

After applying a filter, there is an option to save the search (at the left of “Clear Filters”).

When the user clicks the Save button, a modal is opened to allow the user to specify the Name (required) and the Description (optional) of the report.

After saving the search, if the user changes a filter or applies a new one, the Update option is available.

When the Update button is clicked, a confirmation message is shown to the user. Click "Ok" to update the saved search

NOTES:

  • This option is only available on the Search page (not available on Insights, Library, or Unmatched pages).

  • By default, all the Saved Searches are set to “Private”. Therefore, users can only view their own searches.

Saved Searches option

The Saved Searches option (at the top of the filters list) shows a list of saved searches available to the user, including Public filters.

Clicking on a Saved Search will execute it.

When a Saved Search is run, the name of the search is displayed below the label “APPLIED SAVED SEARCH”.

NOTE: Sales and Sales Management users can apply (by clicking the filter) saved searches (if other users shared with them) including metadata fields not allowed to them. However, they are not available to modify the values in those filters or add the columns in the documents list.

Edit a Saved Search

When a Saved Search has been run, the “Details” link displays next to the label “APPLIED SAVED SEARCH”.

Clicking on Details opens a window to allow the user to view and update the information.

The user can:

  • See the creation and modification information (user and date/time).

  • Edit the Name and the Description.

  • Change the Access (edit permissions).

  • Create or change an Alert.

  • Delete the Saved Search.

View All Saved Searches

Clicking on the Saved Searches option displays a “View All Saved Searched” link at the bottom-right side of the screen.

Clicking on View All Saved Searches redirects to a new page in a new tab.

This page shows a list with all the Saved Searches. The following information is included:

  • Name. Clicking on the name will execute the search in the current tab.

  • Description.

  • Public: a green checkmark is shown if the Saved Search is public.

  • Created By.

  • Created Date.

  • Modified Date.

  • Clicking on a row (specific Saved Search) opens a modal to allow the user to see and edit the information of the Saved Search. NOTE: If the user has Edit permissions then the data can be updated and the search can be deleted.

  • Sorting by row is not allowed on this page.

  • If the user does not have saved searches, the message “No Saved Searches“ will be displayed in the middle of the list.

Share Saved Searches

A Saved Search can be shared and used by all members of an organization.

Clicking on Details button allows the user to configure the permissions for the Saved Search.

By default, the Saved Search is set to Private.

Clicking on Change allows the user to change the permissions:

Make Public: click on the button “Make Public”.

Make Private: click on the button “Make Private” then click the “Back” button, and then click “DONE”.

Specific Users: you can specify which users have access to your Saved Search using the following steps:

  1. Choose a user

  2. Specify the permission:

    1. Execute Only

    2. Execute & Edit

  3. Click on “ADD”.

You can remove a user by clicking on “X,” or by editing the permissions using the list.

NOTE: Users can’t erase/update their own permissions when signed in.


Create an Alert

You can create an alert related to a Saved Search. An alert is an email that is sent when a new document is included in the criteria of the saved search. The alert will include documents uploaded as first-party paper, search, filing wizard, and insights. For example, if you need to know when a contract is expiring or when a contract has moved into the signature phase. In this case, you’ll receive an email with the document(s) information.

  • The user can activate or deactivate the Alert.

  • The user who sets up the alert will get it. If the saved search is Public, only the users that set up the alerts will receive the emails.

Clicking on Change on the details modal allows the user to create or change the alert.

The frequency of the alert can be set to:

  • Daily

  • Weekly

  • Monthly

Daily

In this case, the process will run every day at 12:00 am UTC.

The user will see the next time the process will run. The user’s local time is included in the message.

Weekly

In this case, the process will run weekly on the day(s) that the user selects.

The user can select more than one day.

The user will see the next time the process will run. The user’s local time is included in the message.

Monthly

In this case, the process will run monthly on the day(s) that the user selected.

The user can select more than one day.

The user will see the next time the process will run. The user’s local time is included in the message

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