Saving searches with specific naming conventions or to certain projects can help keep your team organized.
Saving a Search
After a search has been completed there is an option to save the search to a specific location with a specific name. Click on the bookmark icon to the right of the product search category to save the search.
The first pop-up will ask to name the search. The recommendation is to be as specific as possible in naming the search. For example, 'Exterior Doors' is helpful but even more helpful would be 'Exterior Doors | Patio' or 'Exterior Doors | Front Door'. You could also add the coordinating tag from your drawing set to keep things even more organized. Such as 'Exterior Door | Front | A-D-01'. Give the search a name and select 'Continue'.
The next pop-up will provide a variety of options on where to save the search. Read about each option below.
General Research
A General Research folder is created for each user upon sign-up. This folder is best used for broad research and exploration.
Project (ex: Sierras Cabin)
Saving a search to a specific project is particularly helpful for organization and collaboration. Saving a search to a project will allow you and your collaborators to all view the search and then continue to refine choices. If the project has documents uploaded as well, it can be a great way to get project-specific information from product reps.
Firm Library
Your firm's digital library can be thought of as the firm's cannon of knowledge. It is your Library of Alexandria. Saving the search to this folder would imply that the search results would be helpful for the entire firm to see. While you can save searches to the Firm Library, the best practice recommendation would be to only save products.
+ New Project
You can also create a New Project from this screen and save the search to it. Once you have created the project, it is recommended you visit the project itself and add additional information. Click here to learn more about the complete set-up of a project here.
Save without project
Saving a search without a project will have it show in the 'My Searches' section of your dashboard.
Once you have made your selection, a final pop-up will show letting you know the save was successful and let you know where you can now find the saved search.