Saving searches as on-going and standard searches

Last published : Apr 17, 2026
If you have the required permissions you can save an Advanced Search or a Query Search. The roles that can create the on-going and the standard searches from the Investigations tab are as follows:
  • My Mailbox node: All users.
  • Managed Accounts node: Administrators and reviewers with the appropriate permissions.
The Advanced or the Query Search that is performed from the Investigations tab can be saved as a Standard Search or an On-going Search:
  • A Standard Search retains the results that were captured when the search was created.
  • With an On-going Search, any new items that meet the search criteria continue to be added after the search is created.
To save a search as on-going or standard search
  1. Perform an Advanced Search or a Query Search in the Investigations tab.
See Creating a new search.
  1. Click Save Search.
  2. Complete the information in the Save Search dialog. The following table describes the options.
    Enter Saved Search Name Enter a name for the saved search. This name is also the default tag name, if you select the On-going check box.
    On-going Select to make the saved search an On-going Search.
    If you do not check this check box, Insight eDiscovery saves the search as a Standard Search.
    After you select the On-going check box, the application disables the Advanced ECA check box.
    Tag Name This option is available only if the On-going check box is selected.
    Specify the name of a custom tag to assign to the associated items. By default Insight eDiscovery uses the saved search name as the tag name.
    Legal hold This option is available only if the On-going check box is selected.
    Select to place all item 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 eDiscovery Tab. This preserves chain of custody by recreating the search in eDiscovery. The case gets moved to the eDiscovery > Research Set.
  3. Click OK to save the search as follows:
    • If you have selected the On-goingcheck box, the search is saved underOn-going Searches.
    • Otherwise the search is saved under Standard Searches.
If you have selected the Send to Casecheck box, accordingly the case gets moved to the eDiscovery > Research Set. A copy is created in the On-going/Standard searches, if theKeep copy in investigation check box is selected or not.
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