Sharing Search Results
Sharing search results allows you to efficiently distribute important information to relevant stakeholders. This feature is particularly useful for collaborative projects, where team members need access to the same data. Before sharing, ensure that the search results are accurate and that you have the necessary permissions to share the data. Consider the format that best suits the recipients' needs, such as HTML for easy viewing or CSV for data analysis.
- Click the email header icon (
) to display the Share Search Results popup.
After completing the steps above, the search results are shared with the specified recipients in the chosen format. The recipients receive an email containing the search results, which can be accessed directly from the email. If multiple documents are included, they are available as a downloadable link in a Zip-format file.
