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

Understanding InsightBooks dashboard

Accessing the dashboard

To access the InsightBooks dashboard, open the Personal Archive application and navigate to the InsightBooks tab in the left pane. If you are accessing it for the first time, the following InsightBooks are displayed by default:

  • Week in Review:

    This Week in Review InsightBook automatically gathers all emails and collaboration messages received during the past week, from Monday through Sunday. It helps users quickly review recent communications and identify key discussions or updates without manually filtering content.

  • Return from Vacation:

    The Return from Vacation InsightBook allows users to set a custom vacation period. When the user returns, the InsightBook displays all emails and collaboration messages received during that timeframe, making it easier to catch up on missed communications. See Setting a vacation period.

Searching InsightBooks

You can search for a specific InsightBook using the Search field in the top-right corner of the dashboard. Enter a keyword, such as the InsightBook name or a related topic, and the list filters automatically to display matching InsightBooks. This helps users quickly locate a particular collection without scrolling through the entire list.