Email conversations, also known as threads, represent emails in a conversation chain (such as replies and forwards stemming from an initial email). DISCO Review first looks for reliable conversation information from the email container (such as a conversation ID from a PST) to assemble the conversations. If no reliable conversation information is available, DISCO Review 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, in the RELATED DOCUMENTS section. If a document is not part of a conversation, it will be indicated.
|Not part of a conversation||Part of a conversation|
To navigate within the conversation, click the Conversation dropdown to view 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 a row to navigate to a particular email (or use the SHIFT + up/down keyboard shortcut to navigate to the next or previous email in the conversation).
Mass tagging in an email conversation
You can also make decisions on how parts of the conversation are tagged.
To mass tag a conversation:
- In the document viewer, click the RELATED DOCUMENTS dropdown, and then click the Conversation dropdown.
- Click the tag icon.
- In the Select tags to apply or remove panel, in the Apply changes to dropdown, 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.
- Click Done.
- Click in the Click or type to add a tag box and select or enter the name of your tag.
- Select the checkboxes for the parts of the conversation you want to apply the tag to, and then click +Add Tags.