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Adding Compliance Search Results to a Case

You can add the search results from Compliance Search to Case Manager by adding the search results to an existing case or to a new case.

Before You Begin

Verify that you have the permissions needed to add search results to a case.

Procedure

  1. From the navigation pane, go to Activate.

    The Activate page appears.

  2. Under Apps, click Compliance search.

    The Compliance search page appears.

  3. In the upper-left area of the page, in the search box, enter a keyword, and then click the search button.

    You can also use the predefined facets or the advanced search options.

  4. Select the check boxes for the email messages to add to a case.
  5. Click Add to case.

    The Add to case dialog box appears.

  6. Add the email messages to an existing case or to a new case:
    • To add the email messages to an existing case, on the Existing tab, from the Case list, select the case.
    • To add the email messages to a new case, on the New tab, create a new case.

Related Topics

For information about searching in Compliance Search, see Searching for Information in Email Messages.

Last modified: 1/6/2021 10:32:10 PM