Enterprise Vault™ Discovery Accelerator Reviewer's Guide
- Introducing Discovery Accelerator
- Searching for items
- Manually reviewing items
- About reviewing with Discovery Accelerator
- About the Review pane
- Filtering the items in the Review pane
- Searching within the review set
- Finding all items in the same conversation
- Assigning review marks and tags to items
- Adding comments to items
- Viewing the history of items
- Displaying printable versions of items
- Downloading the original versions of items
- Copying the item list to the Clipboard
- Deleting items from Enterprise Vault archives
- Changing how the Review pane looks
- Setting your Review pane preferences
- Working with research folders
- About research folders
- Creating research folders
- Editing the properties of research folders
- Copying items to research folders
- Reviewing the items in research folders
- Exporting items from research folders
- Giving other users access to your research folders
- Removing items from research folders
- Converting research folders into cases
- Deleting folders
- Exporting and producing items
- Creating and viewing reports
- Appendix A. Enterprise Vault properties for use in Discovery Accelerator searches
- About the Enterprise Vault search properties
- System properties
- Custom Enterprise Vault properties
- Custom Enterprise Vault properties for File System Archiving items
- Custom Enterprise Vault properties for SharePoint items
- Custom Enterprise Vault properties for Compliance Accelerator-processed items
- Custom properties for use by policy management software
- Custom properties for Enterprise Vault SMTP Archiving
Assigning review marks and tags to items
As part of the review process, you assign a status mark to each message to indicate that you have reviewed it and have no concerns - or conversely, that you do have some concerns, and therefore want to question the message.
As well as assigning marks to items, or as an alternative to assigning marks, you can assign tags to the items. Tags differ from marks in two ways:
You can assign multiple tags to an item, but you can assign one mark only.
Assigning a tag to an item does not change its action status. This status only changes when you click one of the primary mark buttons, such as Relevant or Flagged.
In cases that are enabled for analytics, items may have been marked or tagged by analytics rules. You can use the Review pane to accept the automatic categorization on these items.
Tips:
In the item list, the headers of unreviewed items display in bold text.
You can quickly mark all the items that match a certain filter option by right-clicking that option in the left pane and then selecting the required mark.
If you right-click an item in the list view, you can access additional commands for bulk-marking the items in the review set.
To assign a review mark or tag to an item
- In the Review pane, select the items that you want to mark.
To select multiple adjacent items, click the first item, and then hold down the Shift key and click the last item. To select nonadjacent items, click the first item, and then hold down the Ctrl key and click additional items. To select all the items, press Ctrl+A.
- Do one or more of the following:
To apply a mark to the items, click the appropriate button at the bottom right of the pane.
After a few moments, Discovery Accelerator changes the status of the items accordingly.
To assign tags to the items, click the Tags button below the Reading pane, and then select the required values.
To accept the marks and tags that analytics rules have applied to the items in this case, click Actions at the bottom right of the pane, and then point to Accept.