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

Sharing exports with the external reviewers

Discovery administrators can share exported emails batch within that matter with the external reviewers during the matter review process. External reviewers can access the shared export batches from the Batch Process tab when the shared export is successful.

This feature is available only when the Download Export permission is enabled for the Discovery Administrator built-in role. For information on how to enable or disable this feature, see Editing the built-in administrator roles in the Enterprise Vault.cloud Archive Administration Help.

To share the exported emails batch

  1. Navigate to the Matter in eDiscovery and conduct a search using New Search.
  2. If required, select checkbox for one or more emails.
  3. Click the export icon, and then select an export option.
  4. Enter the required information in the Export Options dialog. Review the following table for more information.

    Message Format

    Select one of the following file formats from the drop-down menu:

    • EML

    • NSF

    • PST

    • EML with EDRM

    • Msg with EDRM

    • PST with EDRM

    Warning:

    For Clearwell and FTI-Ringtail, do not use export options when exporting emails from the Investigations tab. These options are used for the discovery process and should only be available to export emails from the E-Discovery tab.

    Include Journaling Envelope

    Select this option to include journaling envelopes, which contain information about email recipients, such as distribution lists.

    Enable AES-256 Encryption

    Select this option to enable AES-256 encryption.

    Export Name

    Enter a name for the export file.

    Export Password

    Enter an access password for the export file. The password is required to open the export file after it is downloaded to your computer.

    Confirm Password

    Enter your export password again to confirm.

    Share Export

    Click this option to load the list of external reviewers to share export.

    Note:

    This list only displays the external reviewers who are added as reviewers for that matter.

  5. Click Export Items.
  6. To review the export status, expand the Batch Processes node and select Exports.

    Note:

    Follow your company's security guidelines while manually sharing the export password between discovery archive administrators and external reviewers.

    After you share the exports with the external reviewer, Discovery administrator needs to enable the external administrator to see the export. Discovery administrator must enable the Download Shared Export privilege (under matter reviewers) for the external reviewer. This step is done while creating/editing a matter.

    After Discovery administrator assigns this privilege to the external reviewer, external reviewers can view the shared exports from the admin.

    Note:

    If discovery admin revokes the permission for Download Shared Export, then the external reviewer cannot access the shared exports.