Repeatable Custom Searches
Open the Search bar
Click Advanced Search
Set your advanced search criteria
you can filter by search term, data room, date created, file creator, tag, and file type
Click Save As
Give the search criteria a name and click Save
For example, you can set a search that detects all NDAs you have access to created within the last 90 days. And then every quarter you can pull up the saved search and find new NDA files.
To learn more about how to find documents quickly, visit our collection of articles below!