{"id":2085,"date":"2020-03-17T10:14:12","date_gmt":"2020-03-17T10:14:12","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=2085"},"modified":"2024-07-30T08:37:41","modified_gmt":"2024-07-30T07:37:41","slug":"create-searchflow-bundle","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/create-searchflow-bundle\/","title":{"rendered":"Create a SearchFlow Bundle (Browser)"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Accounts Users<\/strong>, <strong>Accounts Supervisors<\/strong>, <strong>Case Workers<\/strong> and <strong>Case Management Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will walk you through how to create a SearchFlow bundle<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can create bundles of searches to save time and make it easier to perform the same group of searches on any other matters in the future.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide will walk through how to create a searchflow bundle.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Creating a searchflow bundle<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select Case Management &gt; SearchFlow &gt; SearchFlow Bundles.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"555\" height=\"560\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/42-1.png\" alt=\"\" class=\"wp-image-64122\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/42-1.png 555w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/42-1-297x300.png 297w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/42-1-150x150.png 150w\" sizes=\"auto, (max-width: 555px) 100vw, 555px\" \/><figcaption class=\"wp-element-caption\">  <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will see a list of all currently saved SearchFlow bundles which you are able to delete using the remove icon.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"484\" height=\"80\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/43-1.png\" alt=\"\" class=\"wp-image-64123\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/43-1.png 484w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/43-1-300x50.png 300w\" sizes=\"auto, (max-width: 484px) 100vw, 484px\" \/><figcaption class=\"wp-element-caption\">  <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To add a new bundle, simply fill in the fields under the Add New Bundle heading.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the Bundle name and the Bundle ID \u2013 if this bundle is part of an arrangement with SearchFlow with discounted prices, you will need to request the bundle ID from Searchflow<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"607\" height=\"142\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/44-1.png\" alt=\"\" class=\"wp-image-64124\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/44-1.png 607w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/44-1-300x70.png 300w\" sizes=\"auto, (max-width: 607px) 100vw, 607px\" \/><figcaption class=\"wp-element-caption\">  <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can then select the Search Type, Residential, Commercial or both.<br>Both are searches which apply to both commercial and residential, not a combination of the two lists.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tick Select against the desired searches.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"541\" height=\"248\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/45-1.png\" alt=\"\" class=\"wp-image-64125\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/45-1.png 541w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/45-1-300x138.png 300w\" sizes=\"auto, (max-width: 541px) 100vw, 541px\" \/><figcaption class=\"wp-element-caption\">  <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click Save at the bottom of the page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Your bundle will now be available to select when submitting a New Search<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Osprey Approach offers integration with Lexis Nexis, allowing you to run their library of legal forms through Osprey. <\/p>\n","protected":false},"author":5735,"featured_media":0,"template":"","categories":[210],"tags":[],"class_list":["post-2085","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-browser"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Create a SearchFlow Bundle (Browser) - Osprey Approach Customer Support &amp; 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