A policy is used to take action on messages as they enter the archive, based on set criteria. The criteria can be customized based on the type of policies.

With policies, you can automatically categorize messages helps make reviewers more efficient. A categorizing policy helps review content in an archive, and makes it easier to organize and produce your content for an audit or during litigation.

The review process automatically classifies messages as they enter the archive and highlights keyword hits on each message. Content can be flagged for review, tagged based on cases, events or topics, assigned a Smarsh risk score for prioritization, or auto-closed.

Policies can be automatically categorized using:

  • Keyword Rules - Enables you to focus only on flagged messages for further review.
  • Auto-Review Rules - Enables you to disregard messages that do not require review.


Rules and their defined actions will only apply to messages archived after the creation of the rule or after the update is made to an existing rule. Rules will not retroactively scan messages which were archived prior to the creation of a rule or after an update is made to an existing rule.

Following types of policies can be configured in with platform: