Enterprise Vault.cloud™ Advanced eDiscovery User Guide
- About Enterprise Vault Advanced eDiscovery
- Getting started with Advanced eDiscovery
- Advanced eDiscovery roles
- Investigations
- About Investigations
- About the Managed Accounts node
- Creating a label
- Performing a new search of accounts (Investigations tab)
- Saving a search of accounts (Investigations tab)
- Viewing or modifying a saved search (Investigations tab)
- Generating and exporting printable reports for searches (Investigations tab)
- Deleting saved searches (Investigations tab)
- Working with emails in the Investigations tab
- Hiding and unhiding emails
- Deleting emails permanently
- About the Mail Reassignment node
- Reassigning emails
- Viewing email reassignment status
- Canceling the email reassignment activity
- Generating a Mail Reassignment status report
- Sending notifications to the mail reassignment batch initiator
- About Collaboration
- Searching Collaboration messages during investigation
- Applying tags to Collaboration messages during investigation
- Case management
- About Targeted Collections
- Configuring Targeted Collection for Microsoft Teams
- About cases in the E-Discovery tab
- Case workflow summary: Discovery Administrator
- Customizing the case review status tags
- Creating a case
- Viewing the details of a case
- Editing a case
- Performing a new search of a case
- Saving a search of a case
- Viewing and modifying a saved search of a case
- Applying a search-level legal hold
- Assigning Research Sets to reviewers
- Generating printable reports for searches
- Searching and tagging Collaboration messages in E-Discovery
- Reviewing and working with emails in eDiscovery
- Email export
- Collaborative reports
- Advanced eDiscovery alerts
- Email Continuity
- Methods for searching cases and accounts
- Methods for searching tables and reports
- Advanced eDiscovery Frequently Asked Questions
- Best practices, limitations, and known issues
- Advanced eDiscovery updates in previous releases
Applying tags to emails
To help organize your work you can tag emails with custom tags of your own choosing, which are visible only to you. You can also tag emails with a managed tag, if you have any of these available to you. Managed tags are created in the Enterprise Vault.cloud Administration Console, under the My Config > Managed Tags node. For more information on managed tags, see the Archive Administration Help.
Note:
The Veritas Information Classifier assigns classification tags to emails that match an enabled classification policy. You cannot add classification tags manually.
To apply tags to emails
- Browse the archives of accounts that are assigned to you, or conduct a search, or view the Review Status Tags for a case that is assigned to you.
- If required, select the check box for one or more emails, or select a message to view the message in the Advanced eDiscovery preview pane.
- Click the tag icon, and select an option to specify which emails to tag.
- Enter a tag name and description for the custom tag. Alternatively you can select a retention tag, if any are available to you.
Note:
Retention tags are the managed tags that are created in Archive Administration, under the My Config > Managed Tags node.
If you entered a custom tag name and you want to place the tagged emails on legal hold, select the Legal Hold check box
- Click OK.
Note:
In the E-Discovery tab, any custom tags you create are listed in the Tags node of the selected case.
The Tags node does not show classification tags.