Enterprise Vault Discovery.cloud User Guide
- About Enterprise Vault Discovery.cloud
- Getting started with Discovery.cloud
- Discovery.cloud roles
- Matter management
- Reviewing and working with emails in eDiscovery
- Email export
- Collaborative reports
- Discovery.cloud alerts
- Email Continuity
- Methods for searching matters and accounts
- Boolean operator searches
- Methods for searching tables and reports
- Discovery.cloud Frequently Asked Questions
- Best practices, limitations, and known issues
- Discovery.cloud updates in previous releases
Available Discovery.cloud tabs:, , (for setting personal preferences only), and .
Users with the Reviewer role can monitor employee emails for the material that does not follow company communication policies. An administrator or HR representative typically reviews the email of reviewers, so that no employees are exempt from following company communication policies. Organizations should take special care in selecting the appropriate employees for the Reviewer role, since reviewers can see other employees' emails. Reviewers should not share their user name and password with anyone.
When you assign an account the Reviewer role, you can allow the account to monitor all of the accounts in Enterprise Vault.cloud, or a selected subset. You can use the Disable preview mail check box to prohibit email preview. It limits reviewers to only check the emails between sender and recipients.
In the Investigations tab, reviewers can perform open-ended investigative searches against one or all of the accounts that they have the permissions to monitor.
In the E-Discovery tab, reviewers have access only to those matters that are assigned to them.
When the Discovery Administrator creates a matter, they assign the matter to one or more reviewers. Each reviewer can be assigned a set of permissions within each matter. A reviewer can perform some or all of the following functions within a matter, depending on the permissions that they are assigned for that matter:
Review the emails that result from the searches that are associated with the matter.
View the matter logs and reports.
Manage saved searches of emails.
Perform and manage searches on the emails that are associated with the matter.
Place emails on legal hold.
Edit the matter for example to reassign searches to different reviewers.
Accounts with the Reviewer role only see the E-Discovery tab once they have been assigned as a reviewer to at least one matter.