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  • System Tags

    The archive system come with two pre-defined tags to make supervision and review of your archived content easier and more efficient.  The two options available are Needs review and Reviewed. Tags, unl...

  • Search Permissions

    The permission of all saved searches can be managed by any user who has the appropriate permissions to modify the search (see: features available by role).  Search Administrators, Compliance officers,...

  • Search result list (panel view)

    Once a saved search has been run, the user is presented with the search result list, which is a table of the assets that match the given criteria of the search. To view the criteria, select the 'detai...

  • Search results list (table view)

    Once a saved search has been run, the user is presented with the search result list, which is a table of the assets that match the given criteria of the search. To view the criteria, select the 'detai...

  • Searching for phrases

    Overview: Every search requires a name if you want to revisit it.  Ad-hoc searches can be created and not saved, however no actions can be taken on unsaved searches (exports, bulk operations, etc). By...

  • Why use simple search?

    Simple search is the easiest way to run a search with basic criteria. Search for terms and/or text in emails and/or attachments. You can add as many conditions as you want. You can use wildcards ('*' ...

  • Why use advanced search?

    To create more complex search queries than those that are available via the Simple features. To use the full power of our cloud-search engine. You can use wildcards, advanced boolean, and date/time qu...

  • Using wildcards in search

    Overview: Every search requires a name if you want to revisit it.  Ad-hoc searches can be created and not saved, however no actions can be taken on unsaved searches (exports, bulk operations, etc). By...

  • Interacting with Individual Assets (Full screen view)

    To interact with individual assets in the archive, from a saved search, click open on the right side of the table or double click anywhere on the table row.   From here, you will be presented with a n...

  • Creating a new Simple Search

    To create a new search, from the saved search page, select the New button on the top right corner of the table.   The New Search page defaults to a simple search.  To switch to the advanced search, se...