Search templates support you to easily find documents and dossiers during routing tasks. If you need to specify several properties and categories to find certain documents or dossiers, you can save the search operations including these criteria as search template. You can also define a search history as search template anytime.
A search template is a saved search operation, you can run, modify, and delete at any time.
You can save a complex search operation as search template by specifying first all criteria for the search and then save it.
This is how it works
Define the search criteria that you want your search template to contain and save the search.
Specify a title in Create search template and select a folder in which the search template is to be stored. If applicable, you can use the plus sign to create a new folder.
Select Create new action to save the search template.
You can find your search template in the Search operations perspective.
You can save your search criteria using the asterisk.