Last date modified: 2026-Jun-29

Saving selected documents as a list

To save a group of documents in the Analysis Results grid as a list, follow the steps below.

  1. Select the box beside each individual document in the grid that you want to add to the list.
  2. Click Save as List from the mass operations list at the bottom of the grid.

    Mass operations dropdown list of options

  3. On the Save as List modal, enter a unique Name for the document list.
    Save as List dialog.
  4. Enter any Notes in the text box to help describe the list.
  5. Click Save.
    A green confirmation banner appears.

For more information on lists, see Lists.

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