Veritas™ AdvisorMail User Guide

Last Published:
Product(s): AdvisorMail (Version Not Specified)
  1. Introducing AdvisorMail
    1.  
      About AdvisorMail
    2.  
      AdvisorMail features
    3.  
      About AdvisorMail system security
    4.  
      AdvisorMail Multi-tier architecture
    5.  
      System requirements
  2. Standard Features
    1. About AdvisorMail's Standard Features
      1.  
        1) Left Navigation Pane
      2.  
        2) User and Office Location
      3.  
        3) Upper Banner
      4.  
        4) Title Bar
      5.  
        5) Advanced Search
      6.  
        6) Action Bar
      7.  
        7) Right Click Menu
      8.  
        8) Selecting Records
  3. Email Archive
    1. About Email Archive
      1.  
        1) Folders
      2.  
        2) Title Bar
      3.  
        3) Advanced Search Options
      4.  
        4) Action Bar
      5.  
        5) Right Click Menu
      6.  
        6) List View
    2. Focus View
      1.  
        1) Title Bar
      2.  
        2) Header
      3.  
        3) Header Icons
      4.  
        4) Attachments
      5.  
        5) Action Bar/More Menu
      6.  
        6) Violation Tabs
      7.  
        7) Right Click Menu
      8.  
        8) Violation Jump Bar
      9.  
        9) Snippet Box
      10.  
        10) Email Body
    3. Snippet View
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Header
      5.  
        5) Header Icons
      6.  
        6) Attachments
      7.  
        7) Recipients
      8.  
        8) Snippet Section
      9.  
        9) Right Click Menu
  4. Compliance Rules
    1.  
      About Compliance Rules
    2. Keywords and Phrases
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Keywords and Phrases
      6.  
        6) Fuzziness
    3. Whitelist
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Whitelist Text
    4. Attachments
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Attachments
    5. Random Sample
      1.  
        1) Title Bar
      2.  
        2) Random Sample Mechanism
    6. Inbound Addresses
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Inbound Rules
      6.  
        6) More Menu
    7. Outbound Addresses
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Outbound Rules
      6.  
        6) More Menu
  5. Administration
    1.  
      About Administration
    2. Controls
      1.  
        1) Title Bar
      2.  
        2) System Settings
      3.  
        3) Predefined Text
    3. Auditors
      1.  
        1) Title bar
      2.  
        2) Actions bar
      3.  
        3) Right Click menu
      4.  
        4) Auditors list
      5.  
        5) More menu
      6.  
        6) Show Deleted Auditors
      7.  
        The Add Auditor dialog
      8.  
        The Edit Auditor dialog
    4. Offices
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click menu
      5.  
        5) Offices table
      6.  
        6) Login to Offices
      7.  
        The Add Office dialog
      8.  
        The Edit Office dialog
    5. IP Filtering
      1.  
        1) Title Bar
      2.  
        2) Search Bar
      3.  
        3) Action Bar
      4.  
        4) IP ranges
    6. Bloomberg Settings
      1.  
        1) Bloomberg Settings Actions Bar
      2.  
        2) Bloomberg Settings Table
      3.  
        3) Bloomberg Settings: Upload PGP Private Key
  6. Reports
    1.  
      About Reports
    2. Archive Report
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Archive Report
    3. Auditor Report
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Auditor Report
    4. Email Report
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Email Report
    5. Auditor Login Report
      1.  
        1) Title Bar
      2.  
        2) Advanced Search
      3.  
        3) Action Bar
      4.  
        4) Right Click Menu
      5.  
        5) Auditor Login Report
  7. Data Requests
    1.  
      About Data Requests
    2. New Request
      1.  
        1) Title Bar
      2.  
        2) General Information
      3.  
        3) Offices
      4.  
        4) Folders
      5.  
        5) Addresses and Domains
      6.  
        6) Text Search
    3.  
      Submitting Your Data Request
    4. Data Request History
      1.  
        1)Title Bar
      2.  
        2) Action Bar
      3.  
        3) Request History
    5. Data Request Results
      1.  
        1) Title Bar
      2.  
        2) Data Request Details
      3.  
        3) Download Results
    6. About the Data Request Email Templates
      1.  
        New Data Request Confirmation Notification
      2.  
        ACTION REQUIRED Notification
      3.  
        Request Completed Notification
      4.  
        Shipping Request Confirmation Notification
  8. Preferences
    1.  
      About Preferences
    2. User Preferences
      1.  
        1) Title Bar
      2.  
        2) User Login Settings
      3.  
        3) Password Settings
      4.  
        4) Privileges
    3. Display Preferences
      1.  
        1) Title Bar
      2.  
        2) Settings
  9. Instant Message Archiving
    1.  
      About IM Archiving

Auditors

The Auditors page provides the System Administrator with the ability to manage the accounts that can access AdvisorMail. On this page you can create, delete and deactivate Auditors. You can also assign privileges and reset passwords for Auditors.

Note:

Only the System Administrator account has access to this page.

An Auditor account should be created for each individual in a firm who needs access to review emails. Auditors should be instructed to not share their login name and password with anyone. Sharing account information can result in inaccurate historical records and inappropriate use of the system.

Auditors page