Creating InsightBooks

Last published : Oct 28, 2026
You can create a new InsightBook to collect and analyze emails and collaboration items based on specific search criteria.
To create a new InsightBook:
  1. In the left navigation pane, select InsightBooks.
  2. On the InsightBook Collection page, click Add InsightBook.
    The Global Search page appears and displays the following tabs:
    • Advanced Search: Lets you configure search conditions and specify whether to search emails, collaboration messages, or both.
    • Query Search: Lets you enter a query and specify whether to search emails, collaboration messages, or both.
    • Saved Searches: Lets you search for and select from the available saved searches.
  3. Use one of the following search methods:
    Advanced Search
    a. On the Advanced Search tab, click Archives.
    The **Select Archives** dialog box appears.
    b. Select the All, Personal, Review, or Delegate tab to display the corresponding archives.
    c. Search for and select the archives in which you want to perform the advanced search.
    - To move between pages and view the archives listed on each page, use the pagination controls.
    - To view only the selected archives, click **Show selected**. The option changes to **Show all**, which you can click to display both selected and unselected archives.
    d. Click Apply to add the selected archives to the Archives section.
    e. Under Scope, select All to search both emails and collaboration messages, Emails to search only emails, or Collaboration to search only collaboration messages in the selected archives.
    f. Configure the search criterion.
    One search condition is displayed by default.

    - To define an additional search condition, click **Add Condition**.
    - To remove a condition, click the **Remove** icon in the corresponding row.
    - When multiple conditions are configured, select the Boolean operator **AND** to return items that match all conditions or **OR** to return items that match at least one condition.
    - To clear the configured search criteria and start again, click **Reset**.
    g. Click Search.
    The **Advanced Search** section collapses, and the matching items appear in the **Search results** section.

    - To open an email and view its complete contents, double-click it.
    - To reopen the section and review the configured search criteria, click the **Expand** icon in the upper-right corner of the page. The icon changes to **Collapse**.
    - To minimize the search criteria again, click the **Collapse** icon.
    - To adjust the height of either section manually, drag the resize handle between the **Advanced Search** and **Search results** sections up or down.
    Query Search
    a. Select the Query Search tab.
    b. Click Archives.
    The **Select Archives** dialog box appears.
    c. Select the All, Personal, Review, or Delegate tab to display the corresponding archives.
    d. Search for and select the archives in which you want to perform the query search.
    - To move between pages and view the archives listed on each page, use the pagination controls.
    - To view only the selected archives, click **Show selected**. The option changes to **Show all**, which you can click to display both selected and unselected archives.
    e. Click Apply to add the selected archives to the Archives section.
    f. Under Scope, select All to search both emails and collaboration messages, Emails to search only emails, or Collaboration to search only collaboration messages in the selected archives.
    g. Enter the query.
    h. Click Search.
    The **Query Search** section collapses, and the matching items appear in the **Search results** section.

    - To open an email and view its complete contents, double-click it.
    - To reopen the section and review the configured query, click the **Expand** icon in the upper-right corner of the page. The icon changes to **Collapse**.
    - To minimize the query again, click the **Collapse** icon.
    - To adjust the height of either section manually, drag the resize handle between the **Query Search** and **Search results** sections up or down.
    Saved Searches
    a. Select the Saved Searches tab.
    A list of saved searches appears.
    b. Search for and select a saved search to view its items in the Search results section.
    - To modify a saved search, click the **Kebab** icon in the corresponding row, and then select **Save/Update Search**.
    - To delete a saved search, click the **Kebab** icon in the corresponding row, and then select **Delete Search**.

    The **Saved Searches** section collapses, and the matching items appear in the **Search results** section.

    - To open an email and view its complete contents, double-click it.
    - To reopen the section and review the selected saved search, click the **Expand** icon in the upper-right corner of the page. The icon changes to **Collapse**.
    - To minimize the section again, click the **Collapse** icon.
    - To adjust the height of either section manually, drag the resize handle between the **Saved Searches** and **Search results** sections up or down.
  4. Click Create InsightBook.
  5. In the dialog box, enter a unique name and description for the InsightBook.
  6. Click Configure InsightAI to select the content sources from the search results that you want to include in the InsightBook.
    The InsightAI Configuration dialog box appears and displays the following options:
    • Emails: Selected by default to include emails in the InsightBook. Clear this option to exclude emails.
    • Include Attachments: Not selected by default. Select this option to include email attachments in the InsightBook.
    • Collab: Selected by default to include collaboration messages in the InsightBook. Clear this option to exclude collaboration messages.
  7. Click Save.
  8. Verify that the newly created InsightBook appears on the dashboard.
Related information
Managing InsightBooks