--- title: Creating a Saved View description: A saved view is a stored combination of filters, a search query, and display settings that you can return to with a single click. Instead of re-applyi... --- [Skip to content](https://help.essal.cloud/en/article/1464-#main-content) English Show submenu for translations [More support](https://help.essal.cloud/en/kb-tickets/new?hsLang=en) [Customer portal](https://clients.essal.cloud/tickets?hsLang=en) [![logo](https://help.essal.cloud/hubfs/logo.svg)](https://help.essal.cloud/?hsLang=en) - [Home](https://essal.cloud/) - [Products](https://essal.cloud/products) - [Industries](https://essal.cloud/industries) - [About](https://essal.cloud/about) - [Contact](https://essal.cloud/contact) Open main navigation Close main navigation - [Home](https://essal.cloud/) - [Products](https://essal.cloud/products) - [Industries](https://essal.cloud/industries) - [About](https://essal.cloud/about) - [Contact](https://essal.cloud/contact) - English Show submenu for translations - [More support](https://help.essal.cloud/en/kb-tickets/new) - [Customer portal](https://clients.essal.cloud/tickets) - [Home](https://essal.cloud/) [Home](https://essal.cloud/) Essal Help Center - There are no suggestions because the search field is empty. 1. [Help Center](https://help.essal.cloud/en?hsLang=en) 2. [Essal Office](https://help.essal.cloud/en/essal-office?hsLang=en) 3. [Searching and saved views](https://help.essal.cloud/en/essal-office?hsLang=en#searching-and-saved-views) # Creating a Saved View A **saved view** is a stored combination of filters, a search query, and display settings that you can return to with a single click. Instead of re-applying the same filters every time, you save them once and access the view from the sidebar or your dashboard. --- ## When to Create a Saved View Saved views are most useful for recurring tasks and monitoring: - "All invoices I haven't reviewed yet" — filter by tag `Inbox` + type `Invoice` - "Contracts expiring this quarter" — filter by type `Contract` + custom field `Expiry Date` within range - "Documents from Acme this year" — filter by correspondent + date range - "Everything tagged Pending Payment" — filter by tag --- ## How to Create a Saved View 1. In the document list, apply the filters and search query you want to save using the filter panel and/or search bar 2. Verify the results look correct — the view will save exactly this combination 3. Click **Save as view** (or the bookmark/save icon near the filter panel) 4. Give the view a descriptive name (e.g. `Unpaid Invoices`, `Acme 2026`, `Inbox – Finance`) 5. Choose whether to show this view in the sidebar 6. Choose whether to pin it as a tile on your dashboard 7. Click **Save** The saved view is now accessible from the left sidebar and, if pinned, from your dashboard. --- ## What Gets Saved A saved view preserves: - The search query (if any) - All active filter values (correspondents, types, tags, dates, custom fields) - The sort order and sort direction - The display mode (list or card view) --- ## Editing a Saved View 1. Navigate to the saved view 2. Modify filters or search as needed 3. Click **Save view** to update the existing view, or **Save as new view** to create a variant --- ## Deleting a Saved View 1. Open **Management \> Saved Views** (or the settings for the view from the sidebar) 2. Find the view you want to remove 3. Click the delete icon and confirm Deleting a saved view does not delete any documents — it only removes the saved filter configuration. --- ## Shared vs. Personal Views By default, saved views are visible only to the user who created them. Admin users can create views that are shared with all users. Check your admin settings if you want to publish a view for your whole team. --- ## Dashboard Tiles Any saved view pinned to the dashboard appears as a tile showing the current document count for that filter. 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