Sharing saved searches Follow

When you save a search in Outpost, you have the option to share it with your team. When you share a search, each user on your team will be able to see any conversations in the search result that are from mailboxes assigned to them. (In other words, if a user isn't assigned to every mailbox in your account, then they won't see all of the conversations in a shared search.)

 

Creating a new shared search

  1. Type a search query into the search box at the top of the Outpost window, and either click the magnifying class icon or type <enter> on your keyboard:
    outpost-saved-search-query.png
  2. This will place you on the Search page and display all conversations related to that search query. Click the Save Search button to save this search:
    outpost-saved-search-results.png
  3. You'll be prompted to add a title for this saved search. Then, check the Share with team box, and click Save:
    outpost-savedsearch.gif
  4. Your team will now be able to access this search from the Search page of Outpost. All shared searches will appear in the Shared Searches pull-down menu:
    outpost-shared-search-list.png

  

Sharing a previously-saved search

You can update any search you've already created so it's shared with your team.

  1. To access the Search page, click the magnifying glass icon in the left sidebar:
    outpost-search-page-menu.png
  2. In the Search page, select the saved search you'd like to share:
    outpost-saved-search-select.png
  3. At the top of the list of search results, click the pencil icon to edit this search:
    outpost-saved-search-edit.png
  4. Click the Share with team checkbox. Then click Save:
    outpost-shared-search-edit.png
  5. Your team will now be able to access this search from the Search page of Outpost. All shared searches will appear in the Shared Searches pull-down menu:
    outpost-shared-search-list.png

 

Removing sharing from a search

Any user can unshare a search they have created. Administrators and Owners can unshare any shared search, no matter who created it.

 

  1. To access the Search page, click the magnifying glass icon in the left sidebar:
    outpost-search-page-menu.png
  2. In the Search page, select the saved search you'd like to unshare:
    outpost-saved-search-select.png
  3. At the top of the list of search results, click the pencil icon to edit this search:
    outpost-saved-search-edit.png
  4. Make sure the Share with team checkbox is not checked. Then click Save:
    outpost-saved-search-edit2.png

 

More on searches:

 

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