Desktop Browse - File Archiver for Windows (User)

Getting Started Restore Advanced Options

Table of contents

Retaining a File for Long Term

Moving a File to a Records Management Site

Adding Comments to a File

Adding Review Tags to a File

Grouping Files by Folder Path

Filtering Files by Folder Path

Downloading a File

Downloading Multiple Files

Saving File Properties

Sharing Files to Other Users

Sharing Browse Results to Other Users

Retaining a File for Long Term

Compliance users can retain specific files for a longer term by moving them to a Legal Hold container.
  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set and click the <Review Set Name>.
  3. Right-click the file, navigate to Add Item To | Legal Holds and select <Legal Hold Name>.

Moving a File to a Records Management Site

Compliance users can move files to a Records Management Site (eg., Microsoft SharePoint Site) using an ERM Connector.
  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set and click the <Review Set Name>.
  3. Right-click the file, and select Submit To ERM.
  4. Click ERM Connector Name drop-down box and select the <ERM Connector name>.
  5. Click OK.

Adding Comments to a File

  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set and click the <Review Set Name>.
  3. Right-click the file and select Comment.
  4. Type the statement for comments and click Comment.
  5. Click Close to exit the Comment window.

Adding Review Tags to a File

Compliance users can apply review tags to a file to facilitate easy search based on tags at a later point of time.
  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set and click the <Review Set Name>.
  3. Right-click the file and select Manage Tags.
  4. On the Manage Tag(s) window, select the tag to apply.
  5. Click Apply Tags.

Grouping Files by Folder Path

  1. From the Web Browser, click My Sets on the left pane.
  2. Double-click Review Set, and then click the desired <Review Set name>/<Legal Hold Set Name>.
  3. On the Group By menu, click Folder Path.

Filtering Files by Folder Path

  1. From the Web Browser, click My Sets on the left pane.
  2. Double-click Review Set, and then click the desired <Review Set Name>/<Legal Hold Set Name>
  3. On the Filter menu, click Folder Path.
  4. On the right pane, select the folder path.
  5. Click Apply.

You can click the Clear button on the right pane to clear all the selected folder paths. To clear a specific selected folder path, click the cross-mark symbol corresponding to the selected folder path on the right pane.

Downloading a File

  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set and click the <Review Set Name>.
  3. Right-click the file and select Download Item.
  4. Specify the location where the file needs to be downloaded in the Web Browser's download dialog box.

Downloading Multiple Files

In order to download multiple files, you can export the selected files/folder to a compressed file format (CAB format) and then download the CAB file to your computer.
  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set and click the <Review Set Name>.
  3. Right-click the file and select Export To | CAB.
  4. Specify the Download Name.
  5. Select the Select Export Set.
  6. Click OK. The selected file(s) are moved to the selected Export Set with the given name.
  7. Click MySets | Export Set.
  8. Click the Export Set which contains the CAB file.
  9. Right-click the CAB file and select Download.
  10. Click Save from the File Download dialog box.
  11. Navigate to the location where you want to download the file.
  12. Click OK.

Saving File Properties

You can save the properties of all the files in a reviewset as an XML file to you local computer.
  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set.
  3. Right-click the <Review Set Name> and select Save to XML.
  4. Click Save from the File Download dialog.
  5. Navigate to the location where you want to save the file.
  6. Click OK.

Sharing Files to Other Users

You can share and assign access permissions to all the files in your Review Set folder to selected users.
  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set and click the <Review Set Name>.
  3. Right-click the review set and select Shares.
  4. Click Add.
  5. Select the user/user groups from the Select User or Group window.
  6. Click OK.
  7. Select Allow check box to assign the respective privileges.
  8. Click OK.

Sharing Browse Results To Other Users

When browsing data, you can share the browse results with other users.
  1. From the Web Console, click Browse.
  2. Navigate to the client computer to be browsed.
  3. Copy the URL of the browse result page from the browser's address bar and email to other users.

When the recipient users open the URL, they can directly view the browse result page as soon as they login to the Web Console.