Who can create Saved Searches?

Who can create Saved Searches?

• A. CLM Administrator
• B. End User
• C. Group Manager
• D. System Administrator

Answer: (A)

Saved searches are predefined filters that determine how you quickly locate contracts, tasks, and related items. In DocuSign CLM, who can create these saved searches is driven by role-based permissions. The CLM Administrator has the authority to define and publish saved searches, configuring the exact criteria, fields, and visibility so that the searches are available to the intended users. This centralized capability ensures consistent search definitions across the system and prevents ad hoc, conflicting filters from proliferating. End users typically can run saved searches and may save personal searches for their own use if allowed, but they do not create global saved searches. Group managers and system administrators generally handle governance or broader access, but the action of creating saved searches is associated with the CLM Administrator role in this setup.

Saved searches are predefined filters that determine how you quickly locate contracts, tasks, and related items. In DocuSign CLM, who can create these saved searches is driven by role-based permissions. The CLM Administrator has the authority to define and publish saved searches, configuring the exact criteria, fields, and visibility so that the searches are available to the intended users. This centralized capability ensures consistent search definitions across the system and prevents ad hoc, conflicting filters from proliferating. End users typically can run saved searches and may save personal searches for their own use if allowed, but they do not create global saved searches. Group managers and system administrators generally handle governance or broader access, but the action of creating saved searches is associated with the CLM Administrator role in this setup.