To save a search with specific filters so you can return to it anytime, create a custom view. Views preserve your keywords, filters, and sort order — saving you from re-applying them every time you search.
Create a Personal View
Navigate to the Details page
Click + Add View
Click Save as a New View
Type a name for your view and click Save
Navigate to your new view by clicking its tab
Apply filters on the right side to narrow the view to the content you want
Click Save to save the applied filters
Important: Filters you apply do NOT auto-save to the view. You must click Save to save them. If you switch to another view and come back, unsaved filters will be lost.
Note: Personal views are visible only to you. Only admins can create firm-wide views shared across all accounts.
Delete a Personal View
Click the X icon next to the view name to permanently remove it:
Create Firm-Wide Views (Admins Only)
Admins can create views visible to all team members:
Click + Add View on the Details page
Click Save as a New View
Enter a name and enable the Firm View toggle
You can also choose Promoted Firm View, which will display this view for all Users. It appears automatically without them needing to add it
Promoted views cannot be hidden, edited, or deleted by team members. Only admins can modify them.
Apply and save filters using the filter icon, the same as personal views
How members add firm views: Team members can add your firm view to their profile by clicking + Add View → Browse Existing Views:
The Browse Existing Views option showing firm-wide views available to add. Members click to add them to their own view tabs.
Manage Views in Settings
Admins can reorder, edit, and manage all firm views from Settings:
Go to Settings → Workspace Settings → Saved Views
Drag promoted views to reorder them under Search Order
Click Edit next to any view to change its name or toggle promoted status
Click Save
What Happens Next
After creating a view, it appears as a tab on the Details page. Personal views are visible only to you. Firm views are available for team members to add. Promoted firm views appear on everyone's profile automatically.
Frequently Asked Questions
Q: Why did my filters disappear when I switched views?
A: Filters don't auto-save. After applying filters, click the filter icon (funnel with arrow) next to the view name to lock them in. Without this step, filters reset when you switch views.
Q: Can members create firm-wide views?
A: No. Only admins can create firm views and promoted firm views. Members can create personal views visible only to themselves.
Q: Can I restore a deleted view?
A: No. Deleted views cannot be restored. You'll need to recreate the view and re-apply the filters from scratch.
Q: What's the difference between a Firm View and a Promoted Firm View?
A: A Firm View is available for members to add voluntarily via Browse Existing Views. A Promoted Firm View is automatically added to every member's profile and cannot be removed by them.