Enterprise Vault Discovery.cloud User Guide

Last Published:
Product(s): Enterprise Vault.cloud (Version Not Specified)
  1. About Enterprise Vault Discovery.cloud
    1.  
      Introducing Enterprise Vault Discovery.cloud
    2.  
      Discovery.cloud key features
    3.  
      About classification
    4.  
      Discovery.cloud term definitions
  2. Getting started with Discovery.cloud
    1.  
      Logging on to Discovery.cloud
    2. About the Discovery.cloud user interface
      1.  
        About the Investigations tab
      2.  
        About the E-Discovery tab
      3.  
        About the Administration tab
      4.  
        About the Alerts tab
      5.  
        About the Dashboard tab
      6.  
        About the Continuity tab
    3.  
      Accessing your own archived emails
  3. Discovery.cloud roles
    1.  
      About account roles and Discovery.cloud
    2.  
      Account role
    3.  
      Reviewer role
    4.  
      Administrator role
    5. Assigning roles for Discovery.cloud
      1.  
        Assigning the Reviewer role to an account
      2.  
        Assigning the Administrator role to an account
  4. Investigations
    1.  
      About investigations
    2.  
      About the Managed Accounts node
    3.  
      Performing a new search of accounts (Investigations tab)
    4.  
      Saving a search of accounts (Investigations tab)
    5.  
      Viewing or modifying a saved search (Investigations tab)
    6.  
      Generating and exporting printable reports for searches (Investigations tab)
    7.  
      Deleting saved searches (Investigations tab)
    8.  
      Working with emails in the Investigations tab
    9.  
      Hiding and unhiding emails
    10.  
      Deleting emails permanently
    11.  
      About the Mail Reassignment node
    12.  
      Reassigning emails
    13.  
      Viewing email reassignment status
    14.  
      Canceling the email reassignment activity
    15.  
      Generating a Mail Reassignment status report
    16.  
      Sending notifications to the mail reassignment batch initiator
  5. Matter management
    1.  
      About matters in eDiscovery
    2.  
      Matter workflow summary: Discovery Administrator
    3.  
      Creating a label
    4.  
      Customizing the matter review statuses
    5.  
      Creating a matter
    6.  
      Viewing the details of a matter
    7.  
      Editing a matter
    8.  
      Performing a new search of a matter
    9.  
      Saving a search of a matter
    10.  
      Viewing and modifying a saved search of a matter
    11.  
      Applying a search-level legal hold
    12.  
      Assigning an unassigned saved search to reviewers
    13.  
      Generating printable reports for searches
  6. Reviewing and working with emails in eDiscovery
    1.  
      About reviewing matters
    2.  
      Matter workflow summary: reviewer
    3.  
      Reviewing a matter's emails
    4.  
      Applying a matter review status to emails
    5.  
      Applying tags to emails
    6.  
      Adding matter notes to emails
    7.  
      Printing emails
    8.  
      Restoring emails
    9.  
      Forwarding emails
  7. Email export
    1.  
      Exporting emails
    2.  
      Sharing exports with Discovery administrators
    3.  
      Sharing exports with the external reviewers
    4.  
      Reviewing Export Status
    5.  
      Resubmitting failed export items
    6.  
      Option to maintain folder structure in the export
    7.  
      Canceling Export Batch
    8.  
      Email export FAQ
  8. 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
  9. Discovery.cloud alerts
    1.  
      Creating an alert
  10. Email Continuity
    1.  
      Managing Email Continuity
    2.  
      Viewing Continuity emails
  11. Methods for searching matters and accounts
    1.  
      About Basic Search and Advanced Search
    2.  
      Search syntax for Basic Search and Advanced Search
    3.  
      About stop words and special characters
    4.  
      Phrase searches
    5. Boolean operator searches
      1.  
        AND operator search
      2.  
        OR operator search
      3.  
        NOT operator search
      4.  
        About using multiple Boolean operators
      5.  
        About using Boolean operators with phrase searches
      6.  
        About Boolean operators and special characters
    6.  
      Wildcard searches
    7.  
      Proximity searches
    8.  
      Double-byte character set searches
    9.  
      About enhanced searches in Japanese
    10.  
      Searchable attachment types
    11.  
      Search examples and tips
  12. Methods for searching tables and reports
    1.  
      About Quick Search and Criteria Search
    2.  
      Searching tables, lists, and reports
  13. Discovery.cloud Frequently Asked Questions
    1.  
      Frequently Asked Questions
  14. Best practices, limitations, and known issues
    1.  
      Best practices and limitations with Discovery.cloud
    2.  
      Known issues with Discovery.cloud
  15. Discovery.cloud updates in previous releases
    1.  
      About the Discovery.cloud updates in previous releases

Viewing and modifying a saved search of a matter

You can view the results of a saved search of a matter. If the saved search is an Unassigned Search, you can also change its name, create a new search with the same criteria.

Note:

You cannot modify Assigned Searches.

To view or update a saved search of a matter

  1. From the E-Discovery tab, select the Matters node to display the matters list in the main pane.
  2. Select the required matter from the matters list. Under the Matters node a matter_name node appears for the selected matter.
  3. Under the Matters > matter_name node, expand Saved Searches.
  4. Click the required saved search under the Unassigned Searches node or the Assigned Searches node.

    The search displays its results.

  5. To change the name of an Unassigned Search or to clone it, click Update Saved Search in the menu bar.

    Note:

    You cannot modify Assigned Searches.

  6. Update the information in the Saved Search dialog as required. See the following table for more information:

    Enter Saved Search Name

    Provide a new name for the search.

    Then select an option for modifying the search as follows:

    Save as New

    Select to create a new Unassigned saved search with the new name.

    The current search is unaffected.

    Update

    Select to update the existing Unassigned Search with the new name.