Managing Search Views
Search views allow you to quickly change between different
tag categories to fine-tune the search, review, and export
If filters have been created
for a specific search, they will also appear in the search
views. The same actions (export, comments, etc.) that usually
apply to search results can be applied to filtered search
results. In addition, the filters created for a specific
search can be deleted from the search views page.
If Legal hold have been applied on a specific search, they will also appear in the search views. The same actions (export, comments, etc.) that usually apply to search results can be applied to search results on legal hold.
For each actions that has been successfully performed a green
banner is displayed at the top of the search views screen
summarizing the action that has been taken.
Accessing tagged or filtered search result sets from the search views page is very easy; click on the hyperlinked name and you will access either All search results, tagged search results, or filtered search results as shown below.
- Access search result set
Use export to create
a view of all the items in a specific tag category.
Pick the desired result set you want to export: All, Reviewed,
Starred, Saved, Attention, Filters, etc
2. Click on the desired export format: PST/NSF, File (EML), Text, PDF, or HTML.
3. (OPTIONAL) Include a note/comment describing the export.
4. (OPTIONAL) Choose whether or not to send a notification when the file is ready for download.
5. Click on Export to start the export process.
to learn more about exports.
Share thoughts with other folks who are working on the search
Click on the Add
comments hyperlink at the bottom of the page.
2. Write your comment in the blank box.
3. Click on the Add Comment button to save your comment.
Once the comment has been saved for an entire search, other
users, having access to this search, can view the comments
that have been left right below the comment section.
- Search-level comment
- Saved comment
If you have an installed RSS feed reader, you can use it to
monitor comments added to an entire search or to individual
messages for specific search results.
Copy the link associated with the Comments feed.
2. Paste the link to whatever RSS feed reader you use.
This is an authenticated RSS feed, for security reasons, so
you will need to use your archive credentials to login and
access the RSS feed.
- Comments feed link
Screenshot - RSS feed reader example