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FTA Search
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Search ONESOURCE Global Trade Support Help and Support.

This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Free trade agreements

FTA Search - Saving Searches

Searches can be saved for future use. The save feature is especially useful in cases where a specific search is done on a routine basis.
To save a search:
  1. Click
    Save Search
     to open the
    Save Search
     pop-up.
  2. Name the search.
  3. Complete all required fields.
  4. Click
    Save Search
    .

Saving a Search to an Existing Category

Saved searches can be stored under
Categories
. Categories serve as folders for related searches.
To save a search under an existing category:
  1. Click the
    Use Existing
     button.
  2. Click its corresponding drop-down to the right.
  3. Choose a category to be used.
  4. Click
    Save Search
    .
The tab name in the
Report Fields
 section will change to the name of the newly saved search.
How to locate the saved search is detailed below in the
Retrieving Saved Searches
 section.

Creating Saved Search “Categories”

To create a new Search Category:
  1. Click
    Save Search
     at the top of the
    FTA Search
     screen.
  2. After the
    Save Search
     pop-up is open, click the
    Create New
     button.
  3. Add a Category name.
Before saving, you have the option of allowing other users to use or edit the search. For either of these options, click
Yes
 in the corresponding drop-down.
Searchable descriptions can be included to help find the saved search more easily. Any key words entered in the
Description
 field can be used to locate similar searches or find a saved search.

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