Create a Smart Folder

Use Smart Folders to set up pre-configured searches in ConceptShare. Through these folders, you can find items without manually entering search criteria each time you perform a search. You can store projects and assets, or review results in Smart Folders.

You must be an Account Administrator. If you are using a custom Account role, it must have the following permission(s) set to Yes:

• Add, edit or delete their own Private Smart Folders
• Add, edit or delete all Public Smart Folders

For more information, see the General section of the Edit Account Role Dialog Box.

To create a Smart Folder:

1. Log into your account.
2. At the top right corner of your screen, click the Gear Wheel > Smart Folders.
3. On the Smart Folders page, click Add .
4. In the Add Smart Folder dialog box, enter the criteria the Smart Folder will use in the search.
   For information about the fields and options, see Add Smart Folder Dialog Box.
5. Click Save.