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Conga Support

Sharing a Saved (Global) Search Query

You can share a search query that you have created and saved with other program users by simply designating the saved search as a global search. Other users can then access the search by loading it to their recent searches.

SQ7

A

Navigation Toolbar

Click on Search to display a menu, and then select Search Query to display the Search Query screen.

B

Load button

Click to display the Query Selection window, which displays a list of all the searches you have created, as well as the global reports that other users have shared.

Note: You can identify a global search that has been shared by another user since you will not be able to deselect its Global check box.

C

Search query record

Locate the search query record you want to share with other users, and click on it to select it.

D

Global check box

Click inside the check box for the search query record to select it.

E

OK button

Click to share your saved search query with other program users.