Enterprise Vault Discovery.cloud User Guide

  • Modified Date: 2014-10-06
  1. Overview
    1.  
      Discovery.cloud overview
    2.  
      Logging in to Discovery.cloud
    3. About the Investigations tab
      1.  
        Browse My Mailbox
      2.  
        About Managed Accounts
    4.  
      About the eDiscovery tab
    5.  
      About the Administration tab
    6.  
      About the Alerts tab
    7.  
      About the Dashboard tab
    8.  
      About the Continuity tab
    9. About Discovery.cloud roles
      1.  
        Administrator role
      2.  
        Reviewer role
      3.  
        Account role
    10. Assigning roles
      1.  
        Assigning the Administrator role
      2.  
        Assigning the Reviewer role
  2. Working with Emails
    1.  
      Forwarding emails
    2.  
      Tagging emails
    3.  
      Restoring emails
    4.  
      Printing emails
    5.  
      Filtering emails
  3. Matter Management
    1.  
      Matter management
    2.  
      Viewing Matters
    3.  
      Creating a Matter
    4.  
      Editing a Matter
    5.  
      Applying search-level legal holds
    6.  
      Applying a Matter review status
    7.  
      Customizing Matter review statuses
    8.  
      Adding Matter notes
    9.  
      Assigning reviewers to search results
  4. Saved Searches and Searching Matters
    1.  
      Searching Matters
    2.  
      About Saved Searches
    3.  
      Creating Saved Searches
    4.  
      Editing a Saved Search
  5. Email Export
    1.  
      Exporting emails
    2.  
      Reviewing Export Status
    3.  
      Resubmitting failed export items
  6. Collaborative Reports
    1.  
      About collaborative eDiscovery reporting
    2.  
      Report by email: Audit trail
    3.  
      Report by Matter: Matter History
    4.  
      Report by Matter: Matter Summary
    5.  
      Report by Archive: eDiscovery Dashboard
  7. Email Continuity
    1.  
      Managing Email Continuity
    2.  
      Viewing Continuity emails
  8. Discovery.cloud Updates in Previous Releases
    1.  
      About the Discovery.cloud updates in previous releases
    2.  
      February 2015 updates
    3.  
      May 2014 updates
    4.  
      July 2013 updates
    5.  
      May 2013 updates
    6.  
      February/March 2013 updates
    7.  
      November 2012 updates
    8.  
      June 2012 updates
    9.  
      May 2012 updates
    10.  
      March 2012 updates
    11.  
      January/February 2012 updates
  9. Discovery.cloud Frequently Asked Questions
    1.  
      General FAQ
    2.  
      Data Export FAQ
  10. Discovery.cloud Best practices and Known Issues
    1.  
      Best practices and limitations
    2.  
      Known Issues

Discovery.cloud overview

Discovery.cloud is a fully managed, web-based service that allows your company to proactively respond to litigation requests, and ensure adherence to company communication policies. Your company can use Discovery.cloud to search current and legacy emails, to permanently store material for litigation purposes, and to export materials for review. In addition, Collaborative eDiscovery includes all the Matter Management features in Discovery.cloud. This feature allows multiple reviewers to interact and collaborate on litigation Matters during the eDiscovery process.

This User Guide provides additional information about Discovery.cloud and instructions for using its key features.

Recent updates to Discovery.cloud

Recent updates to Discovery.cloud include the following:

  • The Discovery.cloud user interface is now rebranded for Veritas.

A list of the updates that were included with previous releases of Personal.cloud is provided separately.

See About the Discovery.cloud updates in previous releases.

For full details of all the updates in each release of the Enterprise Vault.cloud service suite, see the Enterprise Vault.cloud release notes. You can access the release notes from the following article on the Veritas Support website:

http://www.veritas.com/docs/000100485

Table of Contents

  1. Overview
    1.  
      Discovery.cloud overview
    2.  
      Logging in to Discovery.cloud
    3. About the Investigations tab
      1.  
        Browse My Mailbox
      2.  
        About Managed Accounts
    4.  
      About the eDiscovery tab
    5.  
      About the Administration tab
    6.  
      About the Alerts tab
    7.  
      About the Dashboard tab
    8.  
      About the Continuity tab
    9. About Discovery.cloud roles
      1.  
        Administrator role
      2.  
        Reviewer role
      3.  
        Account role
    10. Assigning roles
      1.  
        Assigning the Administrator role
      2.  
        Assigning the Reviewer role
  2. Working with Emails
    1.  
      Forwarding emails
    2.  
      Tagging emails
    3.  
      Restoring emails
    4.  
      Printing emails
    5.  
      Filtering emails
  3. Matter Management
    1.  
      Matter management
    2.  
      Viewing Matters
    3.  
      Creating a Matter
    4.  
      Editing a Matter
    5.  
      Applying search-level legal holds
    6.  
      Applying a Matter review status
    7.  
      Customizing Matter review statuses
    8.  
      Adding Matter notes
    9.  
      Assigning reviewers to search results
  4. Saved Searches and Searching Matters
    1.  
      Searching Matters
    2.  
      About Saved Searches
    3.  
      Creating Saved Searches
    4.  
      Editing a Saved Search
  5. Email Export
    1.  
      Exporting emails
    2.  
      Reviewing Export Status
    3.  
      Resubmitting failed export items
  6. Collaborative Reports
    1.  
      About collaborative eDiscovery reporting
    2.  
      Report by email: Audit trail
    3.  
      Report by Matter: Matter History
    4.  
      Report by Matter: Matter Summary
    5.  
      Report by Archive: eDiscovery Dashboard
  7. Email Continuity
    1.  
      Managing Email Continuity
    2.  
      Viewing Continuity emails
  8. Discovery.cloud Updates in Previous Releases
    1.  
      About the Discovery.cloud updates in previous releases
    2.  
      February 2015 updates
    3.  
      May 2014 updates
    4.  
      July 2013 updates
    5.  
      May 2013 updates
    6.  
      February/March 2013 updates
    7.  
      November 2012 updates
    8.  
      June 2012 updates
    9.  
      May 2012 updates
    10.  
      March 2012 updates
    11.  
      January/February 2012 updates
  9. Discovery.cloud Frequently Asked Questions
    1.  
      General FAQ
    2.  
      Data Export FAQ
  10. Discovery.cloud Best practices and Known Issues
    1.  
      Best practices and limitations
    2.  
      Known Issues

Discovery.cloud overview

Discovery.cloud is a fully managed, web-based service that allows your company to proactively respond to litigation requests, and ensure adherence to company communication policies. Your company can use Discovery.cloud to search current and legacy emails, to permanently store material for litigation purposes, and to export materials for review. In addition, Collaborative eDiscovery includes all the Matter Management features in Discovery.cloud. This feature allows multiple reviewers to interact and collaborate on litigation Matters during the eDiscovery process.

This User Guide provides additional information about Discovery.cloud and instructions for using its key features.

Recent updates to Discovery.cloud

Recent updates to Discovery.cloud include the following:

  • The Discovery.cloud user interface is now rebranded for Veritas.

A list of the updates that were included with previous releases of Personal.cloud is provided separately.

See About the Discovery.cloud updates in previous releases.

For full details of all the updates in each release of the Enterprise Vault.cloud service suite, see the Enterprise Vault.cloud release notes. You can access the release notes from the following article on the Veritas Support website:

http://www.veritas.com/docs/000100485

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