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 Policies - Enables you to focus only on flagged messages for further review.
- Auto-Review Policies - Enables you to disregard messages that do not require review.
The following options are available in the Policies page:
|1||A text field to search for existing policies. The policy will be auto-filtered on the right when you type the name of the policy.|
List of available policies. If a policy is greyed-out (A), it means that the policy is either not set to Active or the policy is inactive due to the customer reaching the maximum number of policies for their package.
B indicates an active policy.
|3||Exports the list of available policies either as a Excel or a CSV file.|
|4||Enables you to create a new policy. See Creating a New Policy.|
|5||Save the policy priority once the policy is prioritized. See Prioritizing the Configured Policy.|
Following types of policies can be configured in with platform: