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Understanding email conversations or threads

Email conversations, also known as threads, represent emails in a conversation chain (i.e., replies and forwards stemming from an initial email). DISCO first looks for reliable conversation information from the email container to assemble the conversations (such as a Conversation ID from a PST). If no reliable conversation information is available, DISCO makes an educated guess based on the fact that to form a conversation, all emails should:

  • have the same normalized subject line
  • have at least one common participant
  • be sent within 90 days of each other

When the document in the document viewer is part of a conversation, you can access the threaded conversations browser in the coding panel, under the "Related documents" category heading. If a document is not part of a conversation, it will show this in the same location.

Not part of a conversation Part of a conversation
conversations-none.png conversations.png

To navigate within the conversation, simply click on the arrow to the right of "Conversation" and a dropdown menu will appear, allowing you to browse all parts of the conversation, including threads, missing emails, and attachments. Forwarded emails are also included within conversations and appear as a new thread.

Click on a row to navigate to a particular email (or use the keyboard shortcut SHIFT + up/down to navigate to the next or previous email in the conversation). This jumps to the previous/next email in the current conversation.

conversations-nav.png

Mass tagging in the email conversation

You can also make decisions on how parts of the conversation are tagged. Click on the tag icon next to "Conversations," click the icon next to "Apply changes to," then select whether you want the changes to apply to just this document, this document and its attachments, or the entire family of documents. You can also set your selection as the default tagging action. Then click the blue Done button.

conversations-mass-tag-2.png

 

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