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 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
  5. Matter management
    1.  
      About matters in eDiscovery
    2.  
      Matter workflow summary: Discovery Administrator
    3.  
      Customizing the matter review statuses
    4.  
      Creating a matter
    5.  
      Viewing the details of a matter
    6.  
      Editing a matter
    7.  
      Performing a new search of a matter
    8.  
      Saving a search of a matter
    9.  
      Viewing and modifying a saved search of a matter
    10.  
      Applying a search-level legal hold
    11.  
      Assigning an unassigned saved search to reviewers
    12.  
      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.  
      Reviewing Export Status
    3.  
      Resubmitting failed export items
    4.  
      Option to maintain folder structure in the export
    5.  
      Canceling Export Batch
    6.  
      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
    2.  
      November 2015 updates
    3.  
      February 2015 updates
    4.  
      May 2014 updates
    5.  
      July 2013 updates
    6.  
      May 2013 updates
    7.  
      February/March 2013 updates
    8.  
      November 2012 updates
    9.  
      June 2012 updates
    10.  
      May 2012 updates
    11.  
      March 2012 updates
    12.  
      January/February 2012 updates

Reviewing a matter's emails

To review a matter's emails

  1. From the E-Discovery tab, select the Matters node in the left pane, to display a list of matters.

    If you are a reviewer, Discovery.cloud lists only those matters to which you have been assigned.

    Note:

    For Discovery Administrators, the list of all matters is also available from the Administration node under > Matters > Matter List.

  2. If you have the required permissions the Hide Completed check box is available above the matter list. To list only the active matters, select the check box.
  3. Select the required matter from the list.

    Under the Matters node in the left pane a matter_name node appears for the selected matter.

  4. Under the matter_name node select the Review Mails node. The Review Mails pane then lists the associated emails for review. Reviewers see the emails to which they are assigned.

    From the list you can select emails to review their content. You can perform actions on a selected email such as change its review status, apply a label, apply a message legal hold, or apply a new tag.

  5. To view the emails according to their review status, click the required review status node under the Review Mails node.
  6. To filter the list of the emails, click the expand the icon that is next to the Filter option. Then select the filters you want to apply. See the following table for more information.

    Include Assigned Search

    Click the field and select from your list of assigned searches to include only the emails from the selected searches.

    Exclude Assigned Search

    Click the field and select from your list of assigned searches to exclude the emails from the selected searches.

    Include Labels

    Click the field and select the required labels, to include only the emails that have the selected labels applied.

    Exclude Labels

    Click the field and select the required labels, to exclude the emails that have the selected labels applied.

    From

    Enter the email sender.

    To

    Enter the email recipient.

    Subject

    Enter the subject of the email.

    Has Attachment

    Click the field to include emails that have attachments.

    Attachment Type

    Select the attachment type from the drop-down to include emails having that attachment type.

    Click Filter to apply the filters you selected.

  7. To view all the emails that have a particular label applied you can select the Labels node, and then select the required sub-node.