Email conversations, also known as threads, represent emails in a conversation chain such as replies and forwards stemming from an initial email. DISCO first looks for reliable conversation information from the email container, such as a conversation ID from a PST, to assemble conversations. If no reliable conversation information is available, DISCO groups emails based on the following criteria:
- Same normalized subject line
- At least one common participant
- Sent within 90 days of each other
An email that is merely an attachment to another email is not eligible for conversation analysis. The parent email goes through standard conversation analysis, but the child email is treated like any other attachment, such as a Word file or video file.
Browsing conversations in the document viewer
When a document is part of a conversation, you can access the threaded conversations browser in the coding panel under Related Documents. Expand the Conversation section to view all parts of the conversation, including threads, missing emails, and attachments. Forwarded emails appear as a new thread.
Click a row to navigate to that email, or use Shift + Up/Down to move to the next or previous email in the conversation. If a document is not part of a conversation, the Related Documents section displays "Not part of a conversation".
Finding conversations using search
Use conversationcount() to find emails that belong to conversations of a certain size. For example, conversationcount(2 100) finds all emails in conversations with 2 to 100 messages. You can also filter by the Conversations section in the Filters sidebar.
Mass tagging in an email conversation
- In the document viewer, open Related Documents and expand the Conversation section.
- Click the tag icon next to the conversation count to open the tagging panel.
- In the Select tags to apply or remove panel, use the Apply tag changes to dropdown to choose whether changes apply to this document only, this document and its attachments, or the entire family.
- 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 tag, then click +Add Tags.