If you are an Account Admin, Compliance Officer, or a user with the Unified Search permission, you'll see Unified tab once you go to the Search section.
The Unified tab will present the results from all the different search items that you set for archiving. The options are:
- Social
- File
- Website
By default, all 4 types will be selected, but you can select the type you want.
To perform this search, you need to enter the following:
- Select Date Range
- Choose Type
- Search Term
- Choose the field
- Content Searches the content of the document, including email subject and body, file content, and chat message text.
- Title Searches the title of the document, including email subject, file name, and chat name.
- Author Searches by the author of the document, including email sender address, social media sender display name, and file owner.
- Recipients Searches by all recipient addresses, including To, CC, BCC, and hidden recipients.
- Origin Searches documents by their origin platform (e.g. Zoom, Facebook, YouTube...).
- Attachment Searches by attachment name and textual attachment content. Applicable to email and social documents.
- Tags Searches documents tagged with a specific tag.
- Choose the predicate
- Contains Phrase Searches the field that contains all of the specified words in a particular order.
- Does Not Contain Phrase Searches the field that doesn't contain any of the specified words in a particular order.
- Contains All Searches the field that contains all specified words in no particular order.
- Contains Any Searches the field that contains any of the specified words in no particular order.
- Does Not Contain Any Searches the field that doesn't contain any of the specified words.
- Contains Keywords from Keyword List Searches the field that contains any of the specified words in the Keywords List.
- Does Not Contain Keywords from Keyword List Searches the field that doesn't contain any of the specified words in the Keywords List.
- Enter the term or Choose from the selection
- Add fields or Blocks
- Choose the field
In this example, we perform the search with Contains Any search condition.
As for the bulk actions, it is possible to:
- Apply a Tag
- Remove a Tag
- Add to Case
The results will be presented on the left side, sorted by date in descending order. Each result will have an icon to make it easy to distinguish if an item is a file, an email, or a social media record.
Each result will be clickable and will present all the details in the right panel, with all the Single actions that exist as if you had performed the regular, single data-type search.
The following search related actions are covered:
- Recent search
- Recent search deletion
- Saved search
- Saved search deletion
- Share Saved Search
- Unshare Saved Search
- Delete Saved Search
- All the appropriate audit logs
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