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

Saving a search of accounts (Investigations tab)

If you have the required permissions you can save a Basic Search, an Advanced Search, or a Query Search. The roles that can create saved searches from the Investigations tab are as follows:

  • My Mailbox node: All users.

  • Managed Accounts node: Administrators and reviewers with the appropriate permissions.

A Basic, Advanced, or Query Search that is performed from the Investigations tab can be saved as a Standard Search or an On-going Search:

  • A Standard Search retains the results that were captured when the search was created.

  • With an On-going Search, any new emails that meet the search criteria continue to be added after the search is created.

To save a search of accounts (Investigations tab)

  1. Perform a Basic Search, an Advanced Search, or Query Search in the Investigations tab.

    See Performing a new search of accounts (Investigations tab).

  2. Click Save Search.
  3. Complete the information in the Save Search dialog. The following table describes the options.

    Enter Saved Search Name

    Enter a name for the saved search. This name is also the default tag name, if you select the On-going check box.

    On-going

    Select to make the saved search an On-going Search.

    If you do not check this check box, Discovery.cloud saves the search as a Standard Search.

    Tag Name

    This option is available only if the On-going check box is selected.

    Specify the name of a custom tag to assign to the associated emails. By default Discovery.cloud uses the saved search name as the tag name.

    Legal hold

    This option is available only if the On-going check box is selected.

    Select to place all email in the saved search on legal hold. Emails on legal hold are not deleted from the archive.

  4. Click OK to save the search. The search is saved under the Saved Searches node as follows:
    • If you selected the On-going check box, the search is saved under On-going Searches.

    • Otherwise the search is saved under Standard Searches.