contentACCESS Portal documentation – version 5.3

The tasks that are supported in contentACCESS Portal are entity-specific. The available tasks can be triggered using the appropriate toolbar buttons located above the items grid. There are 7 different tasks that can be run using these buttons, namely:

1. Refresh – the button is used to manually update the item list;
2. Export to PST – exports selected mailbox items/folders or all items of the selected folder into Outlook PST format;
3. Export to ZIP – exports selected items/folders or all items of the selected folder into a compressed ZIP format; emails are saved as MSG files and are compressed to ZIP format
4. Create report – creates a XLS file containing a list of the selected files and their details
5. Share item(s) – share items with selected users or your whole organization directly from contentACCESS Portal, without the need to use any other applications nor send large attachments; single items can be shared by using the Share button in the upper right corner too
6. Recovery – recovers selected items, folders or the whole folder structure, if they were deleted from the original location (either from the mailbox or from the file system)
7. Delete – allows to mark/unmark documents for/from delete
8. Legal hold – allows to create a legal hold case, where the user can put documents afterwards. Documents which are under a legal hold case can’t be deleted from the system until the legal hold case expires.

Toolbar buttons are available from the search page, too.