Summary
Search templates are "Saved search templates that can be used to quickly create new immediate and scheduled searches". You save a template from the search form, then manage it from the Templates section, where you can run it, edit it, duplicate it, create a schedule from it, or share it. This article covers creating and managing templates.
Related: see How to run a search, How to share a search template, and How to create a scheduled search.
Prerequisites
Login credentials to MirrorWeb Insight
Access to create and manage templates
Step-by-Step Instructions
Step 1: Build a search query
On the Search page, build the query you want to save (see How to run a search).
Step 2: Save the query as a template
Click Save template. A modal opens headed "Save new search template".
Step 3: Name and save the template
Enter a Name ("Name must be between 1 and 50 characters") and click Save. On success you see "Your template was saved successfully" with a Go to templates link.
Step 4: Open the Templates section
Go to the Templates section. The list shows columns for Name, Created, and Updated. You can search by name, filter by date, and sort by Newest, Oldest, Name (A-Z), or Name (Z-A).
Step 5: Run a search from a template
On a template, click the Run search from template control (the search icon) to run that template's query immediately.
Step 6: Manage a template
Use the row actions to manage a template:
Edit template — open the template to change its query.
Open the actions menu (the three-dots / more menu) for Create schedule, Share, and Duplicate template.
When you choose Duplicate template, you enter a New template name (which "must be different from the original template name") and click Duplicate.
Notes
Templates save the search configuration, not search results. Running a template runs a fresh search.
If you have no templates yet, the list shows "No Templates..." with "It looks like you haven't created any search templates yet." and a New Template button.
To share a template or transfer its ownership, see How to share a search template.
To create a recurring schedule from a template, use Create schedule in the actions menu. See How to create a scheduled search.