Save a Search
Creation date: 6/10/2026 12:36 PM
Updated: 6/10/2026 2:05 PM
Overview
This article helps you save your current Practice Inbox filters as a reusable search. You may need this when you use the same filter combination often.
Steps
- Click Inbox.
- Apply the filters you want in Practice Inbox on the left side pane.
- Scroll down and Click Save Current Filters.
- Enter a name for the search.
- Add shared users or teams if that option appears and you want to share this filter set with others.
- Turn on Share with all users if that option appears and you want a broader shared search.
- Click Save.
- Click the saved search name later to apply it again.
- Click the star icon next to the saved search if you want to make it your default inbox view.
Troubleshooting
- If a saved search opens automatically and you do not want that behavior, then remove the star from that search.
- If you do not see sharing options, then your role may not allow shared saved searches.
- If you do not see certain inboxes, document types, or users you may not have access to some inboxes, document types may not be enabled for Inbox, or users may not be in Calvient.