Predefined Searches are a collection of search criteria that can be used to identify common sought after sections of documents. Predefined Searches are fully customizable and available to all users your instance. These pre-built searches save your users from having to repeatedly build extensive searches every time they are looking for specific documentation.

To use Predefined Searches in a case, open the Search module. At the top of the Search module, you'll see the Predefined Search drop down. From the dropdown menu, you can scroll or begin typing the name or abbreviation of the search that you wish to use.

Once a Predefined Search has been selected, the contents of that search will populate into the Search terms box. From there, you can execute the Search by clicking the blue Search button in the bottom right of the module, or modify the contents of the search and then execute the search.

You can also use Predefined Searches to search for criteria among all of the documents that have been loaded into your organization's CAVO® instance. Search results on the Home Screen are displayed below the search box. Click on a Case to open it. Once you open the Case, the results will display in the Document Library.

If you find that a predefined search is not returning the results that you need, you can tweak the query directly in the search box to fit your needs. This will not alter the saved predefined search. If you feel that a predefined search is not finding the information it should, report it to your Supervisor or CAVO® Account Manager so that the search can be modified or improved.