Creating Search Templates

In NetGovern 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 NetGovern 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.