Situation

You are needing to set up an eDiscovery search by searching with specific criteria. 


Prerequisites

This section explains the requirements needed to be able to create and view an eDiscovery search.

  • One of the following accesses to the Dropsuite dashboard:
    • Full Admin
    • Compliance and Review Officer
    • Group Supervisor 


TABLE OF CONTENTS

This section will explain how to create an eDiscovery search. This will be by using specific criteria to search for emails for reviewing purposes. 

  1. Login to the Backup dashboard using the proper access.

  2. Hover over the compliance tab on the left hand side and select "eDiscovery".

  3. On the "Create New tab will be where you build your search using the most fitting criteria. In this example, we searched "IN" for a specified email, "AND" between a specific date range.
    • By selecting the "+Add More Criteria(s)" option you have many more criteria to choose from and add into your search.

  4. Next, you will select a name for the search to identify it when reviewing searches, and select "Save".
    • This name must be unique to this search and can not be a duplicate of a previous search.
    • The name can only contain 35 characters and must be a letter, number or a currency symbol. No other special characters will be allowed.

  5. Once you have select save, the search will be saved under the "Saved Search" tab.


The different between an eDiscovery search and an Advanced search are that more advanced steps can be performed in an eDiscovery search. Below will List capabilities in both search functions that differentiates them.


eDiscovery Searches are used for the following scenarios:

  • Saving search results
  • Modifying search criterias
  • Setting up alerts
  • Setting up TAGs
  • Setting up a review process


Advanced searches are used for the following scenarios:

  • Quick email search
  • Download emails
  • Restore emails
  • Migrate emails

Important Mentions

These are important things to note when creating eDiscovery searches. 

  • When entering into the eDiscovery tab, you will automatically see the top 5 most used criteria (Email Account, Date Range, From, TO/CC/BCC, and Keywords)
  • Values such as emails or keywords should be separated by commas.
  • Special characters are not allowed in these searches except for currency symbols such as "$" and "_".
  • Anything specified before a comma is considered a keyword.
  • An email such as "[email protected]" could be searched through the keywords: johndoe, john, joh, jo, j, do. Although for best results it is always best to add as much context as possible such as the entire email "[email protected]"
  • It is important to make sure you use the "AND" and "OR" in the proper scenario as this can change your search results. 
    • As an example:
      Criteria 1 AND
      Criteria 2 OR
      Criteria 3 AND
      Criteria 4
      The system will process this as:
      (Criteria 1 AND criteria 2)
      OR
      (Criteria 3 AND Criteria 4)
  • If you do not need some of the already seen criteria, you can leave them blank or remove them from the list using the "x" on the far right.
  • There must always be a minimum of 1 criteria specified.