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.  
      Insight Personal Archive compatibility
    4.  
      Accessing new Arctera Insight Personal Archive portal
    5.  
      Logging in to Insight Personal Archive
    6.  
      Configuring Microsoft Outlook web folders
    7.  
      Monitoring other accounts
    8.  
      Viewing delegate archives
    9.  
      About Email Continuity
    10.  
      About legacy data
    11.  
      Configuring the Insight Personal Archive settings
    12.  
      Resetting a forgotten password
    13.  
      Changing your message view
  2. Working with messages
    1.  
      Viewing archived messages
    2.  
      Replying to archived messages
    3.  
      Forwarding archived messages
    4.  
      Restoring archived messages
    5.  
      Saving archived messages to your computer
    6.  
      Downloading message attachments
    7.  
      Printing archived messages
    8.  
      Composing new messages
  3. Working with InsightBooks
    1.  
      About InsightBooks
    2.  
      Understanding InsightBooks dashboard
    3.  
      Setting a vacation period
    4.  
      Creating InsightBooks
    5.  
      Creating Notes in InsightBooks
    6.  
      Managing InsightBooks
  4. Using Search
    1.  
      About Insight Personal Archive Search
    2.  
      Using Quick Search
    3.  
      Using Advanced Search
    4.  
      Search syntax
    5.  
      About stop words and special characters in searches
    6. 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
    7.  
      Wildcard searches
    8.  
      Proximity searches
    9.  
      Double-byte character set searches
    10.  
      About enhanced searches in Japanese
    11.  
      Using Search Filters
    12.  
      Creating Saved Searches
    13.  
      Updating Saved Searches
    14.  
      Deleting Saved Searches
    15.  
      Searchable attachment types
    16.  
      Insight Personal Archive Search FAQs
  5. Using Insight Personal Archive tags
    1.  
      About Insight Personal Archive tags
    2.  
      Applying tags
    3.  
      Removing tags
    4.  
      Updating tags
    5.  
      Deleting tags
  6. Using Folder Sync
    1.  
      About Folder Sync
    2.  
      Viewing Synchronized Folders in Insight Personal Archive
    3.  
      Folder Sync FAQ
  7. Insight Personal Archive known issues
    1.  
      Insight Personal Archive Known Issues
  8. Insight Personal Archive updates in previous releases
    1.  
      About the Insight Personal Archive updates in previous releases

Managing 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.