Arctera™ Insight eDiscovery Help
- About Arctera Insight eDiscovery
- Getting started with Insight eDiscovery
- Insight eDiscovery roles
- Managing investigations
- About Investigations
- About Targeted Collections
- Adding targeted collection for Microsoft Teams
- Adding targeted collection for OneDrive for Business
- Adding targeted collection for Exchange Online
- Adding targeted collection for Enterprise Vault
- Adding targeted collection for data import
- Managing Insight Capture collectors from Insight eDiscovery
- Sending collected data to cases
- About Analytics Dashboard
- About Managed Accounts
- About Searches in investigation
- About Hit Highlighting
- Working with searched emails
- Working with searched collaboration messages
- Working with searched files
- Working with Advanced ECA searches
- Creating an Advanced ECA search
- Updating an Advanced ECA search
- Filtering an Advanced ECA search
- Applying tags to the Advanced ECA search items
- Applying labels to the Advanced ECA search items
- Exporting the Advanced ECA search items
- Exporting an Advanced ECA search summary report
- Reassigning emails from the Advanced ECA search
- Printing the selected Advanced ECA searched items
- Deleting an Advanced ECA search
- Creating archive sets during investigation
- About Mail Reassignment
- About labels
- About legal holds
- About Tags
- About search log
- About transcription of media attachments
- Managing cases
- About cases
- About case workflow summary: eDiscovery Administrator
- Creating case review statuses
- Creating cases
- Adding parent tags and their child tags
- Applying tags to the searched items in cases
- Removing tags of the searched items in cases
- Viewing case details
- Editing cases
- About searches in eDiscovery
- Managing case documents
- Managing redaction reasons
- Managing reviews
- About reviewing cases
- Reviewing emails
- Accessing emails for review
- Searching for the exact Insight Surveillance item for review
- Applying tags to emails
- Exporting emails
- Exporting a search summary report for emails
- Adding notes to emails
- Applying review status to emails
- Viewing audit history of emails
- Printing emails
- Restoring emails
- Forwarding emails
- Reviewing collaboration messages
- Accessing collaboration messages for review
- Applying tags to collaboration messages
- Applying legal hold to collaboration messages
- Applying and removing review status to collaboration message
- Exporting collaboration messages
- Exporting a search summary report for collaboration messages
- Adding notes to collaborative messages
- Viewing audit history of collaboration messages
- Printing MS Teams messages to PDF during eDiscovery
- Reviewing files
- Annotating and redacting email and file content in native viewer
- Managing production sets
- Annotating and redacting content in native viewer
- Managing exports
- Collaborative reports
- Insight eDiscovery alerts
- Email Continuity
- Methods for searching cases and accounts
- Performing Advanced Search and Query Search
- Search syntax for Advanced Search
- About stop words and special characters
- About Hit-highlighting and navigating to searched terms
- Phrase searches
- Boolean operator searches
- Wildcard searches
- Proximity searches
- Double-byte character set searches
- About enhanced searches in Japanese
- Searchable attachment types
- Search examples and tips
- Methods for searching tables and reports
- Insight eDiscovery Frequently Asked Questions
- Best practices, limitations, and known issues
- Insight eDiscovery updates in previous releases
Applying tags and legal hold to collaboration messages
To help organize your work you can tag emails with custom tags of your own choice, which are visible only to you. You can also tag messages with a Retention tags (also called as managed tags), if you have any of these available to you. Retention tags are created in the Arctera Insight Management Console, under the node. For more information on managed tags, see the Archive Administration Help.
To apply a tag and legal hold to collaboration messages
- On the Investigations tab, create a new search or select the searches from the On-going searches, Standard searches, or Advanced ECA nodes.
- Perform advanced search or query search to get the expected items. See Performing Advanced Search and Query Search.
The application displays result.
- On the Collaboration tab, select the check box for one or more messages (chats) that you want to tag.
- On the action menu, click Tag, and do any of the following as required.
To tag only the selected messages, click Tag selected messages.
To tag all the messages in the search, click Tag all messages.
- In the Add Tag dialog box, specify the following:
Tag Name
Enter a new unique tag name.
Comments
Provide a comment or a description for the tag name.
Legal Hold
Select this check box if you want to apply the legal hold on the messages.
Select retention Tag
Instead of applying a new tag, you can apply the retention tags that are created in Arctera Insight Archiving. To access and apply those retention tags, select this option, and choose the tags you want to apply.
- Click Tag.
After you apply tags to the collaboration messages, these tagged messages are available under the respective tags under the Tags node.
- To ensure if the tag is applied to the message, select the message to view its details in the right pane. Hover over the black Tag icon to view all the tags applied to this message.
You can click the black Tag icon to view all the applied tags in the Tags popup.
You can click any tag in the Tags popup to navigate to the respective tag under the Tags node.