How do I save a document from my results to a folder?

After running a search and reviewing your results:

  1. Do one of the following:
    To...Do This
    Save one or more documents from the results list
    1. Select the checkbox next to each document you want to save, then select the Add to folder (Add to folder) icon at the top of your results. A list of options for saving the document appears.
    2. To save the document or documents to a specific folder you've already created and used recently, choose that folder from the list. The documents are saved to the selected folder, and no further steps are required.
    3. To save the document set to a new folder or a folder that's not appearing in your recently used list, select Choose a folder. Then proceed to step 2, below.
    Save a document from the full document view
    1. While viewing the full document, select the Add to folder (Add to folder) icon at the top of the document. A list of options for saving the document appears.
    2. To save the document to a specific folder you've already created and used recently, choose that folder from the list. The document is saved to the selected folder, and no further steps are required.
    3. To save the document to a new folder or a folder that's not appearing in your recently used list, select Choose a folder. Then proceed to step 2, below.
  2. At the Add to Folder dialog box, click the Selected Documents tab to review the documents you have selected. If you want to remove a document from a list that contains multiple documents, clear its checkbox.
    Note: To edit a title for a document, select Edit all titles, click in the box for the document you want to rename, and then enter the new text.
  3. Select the Save Options tab to specify how you want the document to be saved:
    • To select whether to save the Selected Documents or your Results list, select the appropriate option.
      Note: If you select to save results to the folder, you can specify exactly which results by entering the range of results in the The following results ... box. See Delivering a Range of Results from a Results List for a description of how to do this.
    • To include a note with the saved documents, enter it in the Notes box.
    • To create a new folder for the document, select the folder where you want the new folder to be saved and then click Create New Folder.
    • To save the document or documents to a specific folder, select it in the list.
  4. To share the folder with other users, select the Share With Others tab and then enter the name or email address of the person you want to share with. Then click Add to Share.
    Note: To share the document with others within your network or group of users, enter the peer's name. To share with users outside your group, enter the user's email address. Click Add to Share to add the name to the list.
  5. Click Save to save your changes and save the document or documents to the folder.

The items will be saved for you to access from the Folders link in the More drop-down list at the top of the page, or from the Folders pod on the Lexis® home page.

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