Frequently Asked Questions
Saving

We have provided the answers to questions that users most frequently ask of RIA's Technical Support services team. If you cannot locate an answer to a question you may have regarding any feature of Checkpoint, please call the Checkpoint Technical Support services team at 1-800-431-9025, prompt 3.


Q. Often I need to execute a search that contains documents I have recourse to over and over again. How can I save the documents so I can have immediate access to them without having to re-execute the search?

A. After you have executed a search that you want to save, click Save or Schedule Search under Search Tools on the left sidebar of the Document List or Source List screens. This will take you to the Save or Schedule Search screen where you can save the search in a personal folder. To retrieve a previously saved search, click the My Folders link on the top toolbar. Locate the search in the Search Name column and click the icon.

For further information, see Saving or Scheduling a Search.


Q. How long will saved searches and saved documents remain in my personal folders?

A. Documents remain in your folders indefinitely, unless you delete them.


 
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