Arctera™ Insight eDiscovery Help

To search emails exchanged among specified custodians

1. Do one of the following as needed:

   • On the Investigations tab, select My Mailbox > New Search or Managed Accounts > New Search.

   • On the eDiscovery tab, select Archive Search > New Search.

2. On the Advanced Search tab, under Filters, select the Custom option. The Manage button appears. Click Manage to open the Add/Remove Custodians pop-up as shown in the sample image below.
   
3. Select the Search Between Custodians option provided in the bottom on the pop-up.
4. Expand Manage Custodians and select the custodians required for this search.

   Note:

   Select minimum two to maximum 10 custodians as required. These custodians are listed under the Selected Custodians section.

5. Click Update to add these selected custodians as a search criterion and close the pop-up.

   Note:

   Do not select any additional criteria if you want to refine this search in Previous Searches or Search Log later.

6. Click Search.

   After performing a search, if you had selected only the Search Between Custodians option and not specified any additional search criteria, the Search Log, Previous Searches, and Case History display the search criteria as Search Between Custodians.

   You can view selected custodians from both Investigations and eDiscovery tabs.

   • In Investigations, open Previous Searches or Search Log.

   • In eDiscovery, open Previous Searches.

   The Search Criteria column shows Search Between Custodians as the applied criteria for the search. Refer to the sample images below.

   
   
7. Click View Accounts in the same row.

   The application opens a pop-up to show the selected custodians. Refer to the sample images below.