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This feature allows you to create a search and have that search execute periodically, emailing you a list of any new documents that meet the specified criteria.

To access your saved searches, go to "Saved", "Saved Searches" in the menu.

Create

Creating a saved search is simple. Begin by executing a search. Just above the results, click on the "Save your search" link. You will be redirected to a page that provides you with notification options. Fill out and submit the form.

Search Results

On the Saved Search's page, click on the "Execute search" link.

Edit

On the Saved Search's page, click on the "Edit" link.

Delete

On the Saved Search's page, click on the "Delete" link.

Access & Restrictions

Provided you have an active subscription which gives you access to the Saved Searches, you may create, view, edit and delete your saved searches at any time. If your subscription lapses, CharitablePlanning.com will continue to store your saved searches unless otherwise notified.