Saving & Sharing Searches
Partage de listes et de dossiers
Avantis vous permet de partager facilement des listes avec les membres de votre organisation, soit en les partageant directement, soit en partageant une recherche qui les utilise comme critères, de manière passive. Les administrateurs ont également ...
How to share issuer lists and result folders
Avantis makes it easy for you to share lists with members from your organization, either based on sharing them directly or else by sharing a search that utilizes them as criteria, passively. There is also an option for admins to create globally ...
Managing saved searches and alerts in the saved searches module
Avantis allows you one central view of all your saved searches, regardless of which dataset they were run in (SEDAR filings, SEC news, etc.) and regardless of whether or not they were set up on alerts or not. All of your saved searches and all of ...
Bulk sharing and editing of alerts for other members
Video: Bulk Alert Sharing and Editing for Other Members Select the searches you want to bulk edit alerts on by checking the boxes in the left column and clicking on the Bulk sharing button labeled in the screenshot above The bulk edit share settings ...
Bulk sharing saved searches with other members
Video: Bulk Sharing Searches With Other Members Bulk edit share settings - Simplified instructions Multiple values - Any value that is set to multiple indicates that, for the sub-set of saved searches selected for bulk edit, this setting is not ...
Saving and sharing searches
Avantis features a rich saved search collection that can be accessed on the fly via the search panel. The icons in the beside each saved search will tell you the current status (favourited, set up on an alert, shared) of each saved search. Below are ...