Viewing or modifying a saved search (Investigations tab)

Last published : Apr 17, 2026
You can edit a saved email search to update it or to create a new search with the modified criteria.
To view or modify a saved search (Investigations tab)
  1. From the Investigations tab, under your Mailbox node or the Managed Accounts node, expand the Saved Searches node.
  2. Under On-going Searches or Standard Searches, click the required search.
The search displays its results.
  1. To modify the search, click Update Saved Search.
Then update the information in the Saved Search dialog as required. See the following table for more information.
Enter Saved Search Name Change the name for the saved search if required.
On-going Select to make a Standard Search an On-going Search, or clear to make an On-going Search a Standard Search.
For an On-going Search, new emails that meet the search criteria continue to be added after the search is created. A Standard Search retains only the results that were captured when the search was created.
Tag Name This option is available only if the On-going check box is selected.
Specify the name of the associated tag for selected emails. By default Advanced eDiscovery uses the saved search name.
Legal hold This option is available only if the On-going check box is selected.
Select to place all email in the Saved Search on legal hold. Emails on legal hold are not deleted from the archive.
Send to Case You have an option to select this check box. In case the Search is an Ongoing search, then the Keep copy in investigation check box is selected and disabled by default. In addition, a Case needs to be selected from the Cases drop-down. This check box allows you to send along with keeping a copy in investigation to the E-Discovery Tab. This preserves chain of custody by recreating the search in E-Discovery. The case gets moved to the E-Discovery > Research Set.
  1. Select an option for updating the search, as follows:
    Save as New Select to create a new saved search with the new name. The original saved search is unchanged.
    Update Select to update the existing saved search with the new criteria.
If you clicked Save as New the new search is saved under the Saved Searches node as follows:
  • If the On-going check box was selected, the search is saved under the On-going Searches node.
  • Otherwise the search is saved under the Standard Searches node.
If you have selected the Send to Case check box, accordingly the case gets moved to the E-Discovery > Research Set. A copy is created in the On-going/Standard searches, if the Keep copy in investigation check box is selected or not.
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