Communications

Articles

• How to escalate a flagged email conversation to an admin
• How to export email search results for a single employee
• How to create a new case
• How to add a social media account for archiving
• How to rename or delete an export in Settings > Exports
• Finding your Firm's Unique Journaling Address
• How to Find Archived Emails with Advanced Search
• How to create a visibility (information barrier) policy for instant messages
• How to share a case export with an external recipient
• How to export search results for email comms
• How to Connect Slack for Archiving
• How to add a dataset of filtered communications to a case
• How to approve or reject pending social media account requests
• How to review and close an email as compliant or non-compliant
• How to manage employee access to a case
• How to create a new email compliance subrule
• How to create a new instant messaging provider