Creating Search Templates

In IPRO Search, you can save the search criteria in a search tab as a template. This can simplify things if you need to replicate the search in another tab, or in another case. You can also make your search template accessible for others to use in their own searches.

NOTE
In IPRO Search, Case Managers can create search templates for other Case Managers and for Case Members to use. In turn, Case Members can create search templates for other Case Members as well as for Case Managers.
IMPORTANT
Search keywords can contain confidential information. Ensure that there is no confidential information being shared with the wrong parties in your templates. Take time to note which Case Managers and Case Members will have access to your templates.
  • Run a Message, IM, Document, Federated or Advanced Search using the search criteria you would like to save in the template.
  • Right-click on the search tab and select Save As Template.
  • Give the template a meaningful name.
  • You can save the search As Template or As File.
  • As Template: Selecting this saves the template to be used within your installation. The template is saved in a folder with the case name, created in the Management Device.
  • As File: Selecting this saves the template to be used outside of your installation. For example, you can send the template externally to be used by a Case Manager or Case Members with credentials in another instance of IPRO Search. The template is saved to the download folder of your local machine.
  • Select Template for All if you would like the template to be made available to other Audit and Case Managers, for IPRO Audits as well as IPRO eDiscovery Cases.
  • NOTE
    When saving the search template as a Template for All, it becomes available for IPRO Audits and IPRO eDiscovery Cases.
  • Right-click on a search tab, and select Load From Template.
  • NOTE
    It is a best practice to give your tab a name similar to the name of the search template you use.
  • Select a search template that is available to you, either one that you have created or one that has been made available to you.
  • Click Apply. This applies the search criteria to the selected locations and populates the results in the search tab.
  • NOTE
    To ensure that you are running your search against the intended criteria, open the Case Management dashboard from within a case and select the search template you want to investigate. The search criteria will be visible to you.
  • Open the Case Management dashboard, and open the Templates tab.
  • Select the search template you want to delete. Click Delete Template. The template will be deleted.