Location View

The Location view displays a list of the archive stores, file locations, live locations, and custodians from which you can view and search archived and live data. This is also where you can perform filter searches—see Using Search Filters.

You can easily view all the locations and custodians included in your case. If a blue check box with check mark is displayed , the location and all of its custodians are included in your case. If a check box with a dash is displayed , specific custodians from this location are included in your case. An empty check box indicates that the location, custodian or subfolder, is not included in your case.

To include or exclude a location - and all of its custodians and associated subfolders - simply click on it.

You can expand all locations - including archive stores and live email systems - to reveal their custodians. Click on the triangle next to a location to expand.

Click on the custodians displayed in order to include or exclude them from your case. You can also select the custodian's subfolders you wish to include or exclude. Click on the triangle next to a custodian to expand.

When expanding a location, you can opt to include or exclude the following:

• Specific folders within a custodian's mailbox.

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• Teams channels and chats that the custodian participates in. The icons displayed indicate if the chat is with one user , or multiple users .

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• Teams Apps - specifically, the applications Jira Cloud, Polly, and SurveyMonkey - used by the custodian. For each application, the associated data can be found in the corresponding folder. The icon displayed , indicates that it is an application.

  

• Slack channels and conversations that the custodian participates in.

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  For Instant Messages (IM), a unique ID is assigned to each workspace, channel, or group chat. For Teams, channels and chats are assigned unique IDs. For Slack, workspaces, channels, and chats are assigned IDs. When the name of a workspace, channel or group chat changes - for instance, because a user leaves - the entry is updated in the Location view. The unique ID, however, remains unchanged. You can view the ID by hovering over the entry.

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  NOTE
  If you are using an earlier version of the software, you will need to update your system to change existing data sets to IDs. Contact your IPRO Support Representative for more information.

You can also view and browse a custodian's list of archived contacts. The Contacts list displays the custodian's contacts within the selected archive location and its subfolders.

How to Return to the Regular Document View

• Click any other email folder. If you click a folder only once, the folders that were initially selected remain selected. If you click a second time, then only the folder on which you clicked will be selected.