Share a saved search in Review

You can share saved searches using direct hyperlinks for quick access to relevant documents. When you open the shared link, the system checks your login and access. If you are already logged in, the link opens the saved search directly. If you are not logged in, the system takes you to the login page first and then opens saved search after you sign in.

The shared link does not expire and remains accessible as long as the referenced saved search exists. The documents shown in the link depend on user’s role, permissions, assignments, and secure folder access. If you do not have permission, or if the saved search no longer exists or has moved, the system displays a relevant error message.

To share a saved search, perform the following procedure.

1. In the Main Menu, select Review and then Saved Search.

2. In the Saved Search pane, hover over the saved search name, click , and then select Link.