Arctera™ Insight Personal Archive Help

Last Published:
Product(s): Veritas Alta Archiving (1.0)
  1. Getting started
    1.  
      About Arctera Insight Personal Archive
    2.  
      Prerequisites for Insight Personal Archive
    3.  
      Compatibility and the latest updates
    4.  
      Known Issues
    5.  
      Accessing new Arctera Insight Personal Archive portal
    6.  
      Logging in
    7.  
      About Email Continuity
    8.  
      About legacy data
    9.  
      Setting application preferences
    10.  
      Resetting a forgotten password
    11.  
      Changing your message view
  2. Managing archives and archived messages
    1.  
      About Folder Sync
    2.  
      Folder Sync FAQ
    3.  
      Viewing Synchronized Folders in Insight Personal Archive
    4.  
      Monitoring other accounts
    5.  
      Viewing delegate archives
    6. Working with archived emails
      1.  
        Composing new emails
      2.  
        Viewing archived emails
      3.  
        Replying to archived emails
      4.  
        Forwarding archived emails
      5.  
        Restoring archived emails
      6.  
        Applying tags
      7.  
        Removing tags
      8.  
        Saving archived emails to your computer
      9.  
        Downloading email attachments
      10.  
        Printing archived emails
      11.  
        Sending archived email to InsightBook
    7.  
      Viewing collaboration messages
  3. Managing InsightBooks
    1.  
      About InsightBooks
    2.  
      Understanding InsightBooks dashboard
    3.  
      Setting a vacation period
    4.  
      Creating InsightBooks
    5.  
      Creating Notes in InsightBooks
    6.  
      Working with InsightBooks
  4. Managing searches
    1.  
      About Insight Personal Archive Search
    2.  
      Using Quick Search
    3.  
      Using Advanced Search
    4.  
      Using folder search
    5.  
      Creating a new search
    6.  
      About Hit Highlighting
    7.  
      Search syntax
    8.  
      About stop words and special characters in searches
    9. Boolean operator searches
      1.  
        AND operator search
      2.  
        OR operator search
      3.  
        NOT operator search
      4.  
        About using multiple Boolean operators
      5.  
        About using Boolean operators with phrase searches
      6.  
        About Boolean operators and special characters
    10.  
      Wildcard searches
    11.  
      Proximity searches
    12.  
      Double-byte character set searches
    13.  
      About enhanced searches in Japanese
    14.  
      Using Search Filters
    15.  
      Creating Saved Searches
    16.  
      Updating Saved Searches
    17.  
      Deleting Saved Searches
    18.  
      Searchable attachment types
    19.  
      Insight Personal Archive Search FAQs
  5. Managing tags
    1.  
      About Insight Personal Archive tags
    2.  
      Updating tags
    3.  
      Deleting tags

Working with InsightBooks

You can perform various actions on an InsightBook using the More options icon at the top-right corner of the book. These actions allow you to update content, share the InsightBook with others, or delete it when required as shown in the sample image below.

To share InsightBook

  1. Click Share to select user accounts.

    The Select Names dialog box appears as shown in the sample image below.

  2. Select one or more names to share the InsightBook with, and click them to add to the sharing list. Then, click OK.

    The application prompts you to confirm that you want to perform the operation. Click Yes to complete the operation or click No to cancel it.

    The InsightBook gets shared with the selected users.

To update InsightBook

Note:

Only the author of an InsightBook can update, while shared users cannot perform these actions.

  1. Click Update to modify the InsightBook.
  2. If needed, edit the InsightBook name, description, and InsightAI settings.
  3. Click Save.

To delete InsightBook

Note:

Only the author of an InsightBook can delete it, while shared users cannot perform these actions.

  • Click Delete.

    The application prompts you to confirm that you want to perform the operation. Click Yes to complete the operation or click No to cancel it.

To unsubscribe InsightBook

Note:

Only the user with whom an InsightBook is shared can choose to unsubscribe it. This action removes the shared InsightBook from their list, but it remains available to other users and the author.

  • Click Unsubscribe.

    The application prompts you to confirm that you want to perform the operation. Click Yes to complete the operation or click No to cancel it.