---
title: Creating an FAQ Document
description: Saved Search (When Audience is Core, Read Only, or Field Users in RocketDocs) Using a search term and a combination of search terms, sorts, filters and column…
---

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# Creating an FAQ Document

### Saved Search (When Audience is Core, Read Only, or Field Users in RocketDocs)

Using a search term and a combination of sorts, filters and column selections, users can quickly and easily bring up a valuable subset of content records. The content records included in the saved search results will change over time, but the parameters will remain in place until they are changed by the user.

For example, you can set a filter to narrow down to a subset of content records for an FAQ, or recently updated records to help your team keep track of the things they need to stay up-to-date on. Saved searches can be created for your personal use or shared with other users. Each user will only be able to see content in the search that their individual user account has permission to view, so results may vary from user to user.

### How to Create a Saved Search

 1\. Search for a search term(s), apply filters, and set a sort, if you would like.  
 ![](https://rocketdocs.atlassian.net/wiki/download/thumbnails/2539618305/image-20260513-212238.png?version=1&modificationDate=1778707360230&cacheVersion=1&api=v2&width=548&height=127)  
2\. Select and Reorder columns using the icon outlined below. Click Save once you have selected the columns you want to include in your Saved Search.  
![](https://rocketdocs.atlassian.net/wiki/download/thumbnails/2539618305/image-20260513-212318.png?version=1&modificationDate=1778707399945&cacheVersion=1&api=v2&width=548&height=50)  
3\. Click Save. If you do not see a Save button, click into the Content Search bar and click enter.  
 ![](https://rocketdocs.atlassian.net/wiki/download/thumbnails/2539618305/image-20260513-212352.png?version=1&modificationDate=1778707433445&cacheVersion=1&api=v2&width=217&height=75)   
4\. Name your search, (ex. 'Frequently Asked Questions' or 'FAQ'). Check box to share with others (if applicable). Then click Save.![](https://rocketdocs.atlassian.net/wiki/download/thumbnails/2539618305/image-20260513-212435.png?version=1&modificationDate=1778707476895&cacheVersion=1&api=v2&width=480&height=277)  
5\. Use your saved search to easily access your frequently used subset of content.  ![](https://rocketdocs.atlassian.net/wiki/download/thumbnails/2539618305/image-20260513-212605.png?version=1&modificationDate=1778707566174&cacheVersion=1&api=v2&width=548&height=111) 

### Refresh Document (periodic review)

Another option for creating an FAQ document is by creating a recurring project which can be refreshed on a regular cadence

1\. Create and complete a project using RocketDocs as usual, set a review cycle to indicate the intervals at which the document will need to be updated.

2\. Navigate to and open the project, by clicking on the hyperlinked project Title to navigate to Project Summary page.

3\. Once on the Project Summary page, click Initiate Review in the top right corner of the page.

4\. Download the project document from the Documents list.  
![](https://rocketdocs.atlassian.net/wiki/download/thumbnails/2539618305/image-20260513-213259.png?version=1&modificationDate=1778707981935&cacheVersion=1&api=v2&width=548&height=89)

5\. Click on the LaunchPad icon in the top right of you project document to open the LaunchPad.

6\. Log in.

7\. Click the Refresh button in the LaunchPad.  
![](https://rocketdocs.atlassian.net/wiki/download/thumbnails/2539618305/image-20260513-213453.png?version=1&modificationDate=1778708094162&cacheVersion=1&api=v2&width=488&height=157)   
8\. Review document and make adjustments, as necessary.

9\. Pay particular attention to the locked questions, which can be accessed via the Locked filter, because these do not get updated automatically when the rest of the document is refreshed.  
![](https://rocketdocs.atlassian.net/wiki/download/thumbnails/2539618305/image-20260513-213609.png?version=1&modificationDate=1778708170675&cacheVersion=1&api=v2&width=485&height=405) 

10\. Click Upload in LaunchPad.  
![](https://rocketdocs.atlassian.net/wiki/download/thumbnails/2539618305/image-20260513-213714.png?version=1&modificationDate=1778708235440&cacheVersion=1&api=v2&width=488&height=157)   
11\. Promote the project through the required workflow steps and publish the project.  
 ![](https://rocketdocs.atlassian.net/wiki/download/thumbnails/2539618305/image-20260513-213818.png?version=1&modificationDate=1778708299635&cacheVersion=1&api=v2&width=548&height=120)  
 ![](https://rocketdocs.atlassian.net/wiki/download/thumbnails/2539618305/image-20260513-213830.png?version=1&modificationDate=1778708311480&cacheVersion=1&api=v2&width=548&height=114)  
12\. Once published, Download the document from the project screen.  
 ![](https://rocketdocs.atlassian.net/wiki/download/thumbnails/2539618305/image-20260513-213939.png?version=1&modificationDate=1778708380462&cacheVersion=1&api=v2&width=548&height=120)   
13\. Save the updated document in a location accessible to your team and share the location.

 

### RapidDocs (customized document with latest information)

When customization (on topic areas for example) and up-to-the-minute latest information is required, RapidDocs can be used to generate FAQ documents for users with Field User access. Please contact your customer success manager for more information on setting up an FAQ RapidDocs template.

### Storing an FAQ Document

#### Within RocketDocs

Whenever possible, we recommend storing FAQ documents directly in RocketDocs so that users can self serve to easily access frequently changing information. This can be accomplished by creating a saved search (Option #1 above) or a RapidDocs template (Option #3 above).

#### External Files Module

When the information is a bit more static, users can save the FAQ documents in the External Files module which is available for all users (including free Contributor users).

#### Outside of RocketDocs

Users can store FAQ documents outside of the RocketDocs platform, in places like their company's centralized shared drives or intranet.

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