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
Viewing or modifying a saved search (Investigations tab)
You can edit a saved email search to update it or to create a new search with the modified criteria.
To view or modify a saved search (Investigations tab)
- From the Investigations tab, under your Mailbox node or the Managed Accounts node, expand the Saved Searches node.
- Under On-going Searches or Standard Searches, click the required search.
The search displays its results.
- To modify the search, click Update Saved Search.
Then update the information in the Saved Search dialog as required. See the following table for more information.
Enter Saved Search Name
Change the name for the saved search if required.
On-going
Select to make a Standard Search an On-going Search, or clear to make an On-going Search a Standard Search.
For an On-going Search, new emails that meet the search criteria continue to be added after the search is created. A Standard Search retains only the results that were captured when the search was created.
Tag Name
This option is available only if the On-going check box is selected.
Specify the name of the associated tag for selected emails. By default Discovery.cloud uses the saved search 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.
- Select an option for updating the search, as follows:
Save as New
Select to create a new saved search with the new name. The original saved search is unchanged.
Update
Select to update the existing saved search with the new criteria.
If you clicked Save as New the new search is saved under the Saved Searches node as follows:
If the On-going check box was selected, the search is saved under the On-going Searches node.
Otherwise the search is saved under the Standard Searches node.