> ## Documentation Index
> Fetch the complete documentation index at: https://docs.insight.nobly.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create a reusable search

> Configure document filters and output columns, save the search in My searches, and reopen it for repeated work.

## Start from a working search

Open **Search** and choose **Configure Search**. Build and run a search that returns the records you intended before saving it. For example, select Contract and filter on a known customer reference. Alternatively, add a document-date preset such as Today. The configurator requires a keyword or document-date filter before Search and Save become available.

**Simple**, **Advanced**, and **Combined** offer different configuration depths. Combined can include Caseflow data when that feature is available; use a document-only search when that is all the task needs.

## Choose useful output

In **Output Columns**, select the fields you need to distinguish results, such as document name, type, and a customer reference. Include File size when you need to compare document sizes. Review sorting and maximum results. A narrow visible column set does not remove other metadata from the stored document.

## Save under My searches

1. Choose **Save** in the configurator.
2. Give the search a recognizable name, such as `Contracts for customer AB-1042`.
3. Choose a destination folder when you use folders to organize My searches.
4. Confirm **Save**, then find it in My searches.
5. Select it again and verify that its filters and columns are preserved.

A saved search stores configuration. Running it later can return different results as documents or permissions change.

<Frame caption="Name the reusable search before saving it under My searches.">
  <img src="https://mintcdn.com/nobly/vtIE7VxmxD31SQoh/images/guides/search-save.png?fit=max&auto=format&n=vtIE7VxmxD31SQoh&q=85&s=51c9a4aed4d8ed7e098b7cb34ef3cedb" alt="Name the reusable search before saving it under My searches." width="448" height="236" data-path="images/guides/search-save.png" />
</Frame>

## Change an existing search

Open the saved search's configuration. Review the search name and criteria before saving: **Save** updates the selected search; **Save as new** creates a separate search when editing an existing one.

Use a separate saved search when you want to preserve the original for another task. Prefer names that describe the business purpose and any fixed filter values.

## Share the intent safely

A **Copy as Link** action can represent the search in a link where supported. The recipient still needs access to the feature and records. If the client cannot represent required filters, it can refuse to create the link; do not remove important filters merely to make sharing succeed.

For a managed search used by a whole team, ask someone with system-search management permission to configure a [system search](/search-administration/system-searches). A personal saved search and a system search have different ownership and visibility controls.

## Where to read next

<Card title="How to upload and index documents" icon="file-arrow-up" href="/how-tos/upload-documents" horizontal>
  Add files, choose their document types, review keyword values, and verify the archived result.
</Card>
