Enterprise Vault Discovery.cloud User Guide
- About Enterprise Vault Discovery.cloud
- Getting started with Discovery.cloud
- Discovery.cloud roles
- Investigations
- 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
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)
- Perform a Basic Search, an Advanced Search, or Query Search in the Investigations tab.
See Performing a new search of accounts (Investigations tab).
- Click Save Search.
- 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.
- 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.