Arctera™ Insight eDiscovery Help

To apply tags to the collaboration messages in Advanced ECA search

1. On the Investigations tab, select Managed Accounts > Advanced ECA.
2. Select the Advanced ECA search in which you want to tag the records. The search result opens in the right pane.
3. Set the filter options and click Apply to view the filtered items.
4. In the right pane, on the Collaboration tab, select the collaboration messages to which you want to apply tags.

   Note:

   Before you apply tags to the items, you can view the previously applied tags and classification tags of the message in the preview pane. In the following sample image, you can see the previously applied tags and classification tags of the collaboration messages when you hover over the icons.

5. On the action menu, click Tag, and do any of the following as required.

   • To tag all the items in the search, click Tag all messages.

   • To tag only the selected items, click Tag selected messages.

6. 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 emails.
   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. After you select this option, the application disables the Tag Name field.

7. Click Tag.

   After you apply tags to the emails, these tagged emails are available under the respective tags under the Tags node.