Updating on-going and standard searches from Mailbox

Last published : Apr 17, 2026
You can update the on-going and the standard searches to change the search name, to specify the new tag name, and to apply a legal hold on a searches. While updating the searches from the My Mailbox node, you cannot send the on-going and the standard searches to the cases available in the eDiscovery tab.
To update an on-going or a standard search from your mailbox
  1. On the Investigationstab, selectMy Mailbox>On-going SearchesorStandard Searches as required.
  2. To update the on-going search, select an on-going search, and clickUpdate Search.
Update the following information in the Update Search dialog box as required.
Enter Saved Search Name Change the name for the saved search if required.
Tag Name You can modify the option only if the On-going check box is selected.
Specify a new tag name. By default Insight eDiscovery uses the saved search name.
On-going Ensure that this check box is selected so that you can view this search under the on-going search list.
For an on-going search, new items that meet the search criteria continue to be added after the search is created.
Legal hold This option is available only if the On-going check box is selected.
Select to place all items in this on-going search on legal hold. Emails on legal hold are not deleted from the archive.
Save as new Click Save as new to save the selected on-going search as a new search. The original saved search remains unchanged.
  1. To update the standard search, select a standard search, and clickUpdate Search.
Update the following information in the Update Search dialog box as required.
Enter Saved Search Name Change the name for the standard search if required.
Tag Name You cannot change the Tag Name while updating the standard search. You can modify the option only if the On-going check box is selected.
On-going Ensure that this check box is not selected. You can select this check box only if you want to save this search as an on-going search.
Legal hold You cannot change this option while updating the standard search. You can modify this option only if the On-going check box is selected.
Save as new You cannot save the existing standard searches as a new standard search. This option remains disabled in case of updating the standard searches.
  1. Click Update to save this updated search.
    • When the On-goingcheck box is selected, the search is saved under theOn-going Searches node.
    • Otherwise the search is saved under the Standard Searches node.