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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 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...

  • 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 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,...

  • 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...

  • Modifying a Saved Search

    To modify an existing saved search, you must first be logged in to an account with Search Administrator privileges or greater.  From the search results list, double click on a saved search, then click...

  • How to search on date ranges

    There may be instances where the search criteria just needs to be based on dates, rather than anything contextual from the email contents. To perform a search just based on a date range:   Locate and ...