Saved Filters & Search Presets
Save filter combinations as named presets and reload them in one click
Saved Filters & Search Presets
If you run the same tender searches every day — a market segment, a region, a set of agencies — save the filter combination as a named preset and reload it in one click.
What a Preset Captures
A preset stores your complete filter state on the Tenders page:
- Search terms (including UNSPSC-expanded keyword chips)
- Source, status, agency, delivery region, notice type, and work phase filters
- The Match my capabilities mode and its minimum-relevance threshold
- The hide-viewed setting
- Sort field and direction
Creating a Preset
Tip
Name presets after the market slice they capture — for example "Québec construction" or "Federal IT staffing" — so the dropdown reads like your watch list.
Managing Presets
- Load — select a preset from the dropdown; the list refreshes with its filters applied.
- Reset — choose "no preset" to clear the applied filters back to defaults.
- Delete — with a preset selected, use the delete button to remove it.
To change a preset, set up the filters the way you want and save under the same or a new name.
Scope Notes
Presets are intentionally simple: a name plus your filter state. They do not include email alerts or notifications, sharing with teammates, folders or tags, or scheduled runs. To check a market slice, load the preset — combining it with the hide viewed filter makes repeat scans show only what's new since your last pass.
Next Steps
- Browsing & Filtering — everything a preset can capture
- Tender Detail View — reviewing what your presets surface
Related Articles
Was this page helpful?