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Run a review (Review All or Scheduled Review)

Start a one-time or recurring compliance review and choose its type.

For Compliance reviewers and firm administrators. An account with Compliance or Admin access is required.

Steps

  1. On the Overview page click Review All (one-time) or Scheduled Review (repeats automatically).
  2. Name the review; for a scheduled review also set how often it repeats.
  3. Choose sample size: Percentage or Count.
  4. For a one-time review set the time frame. Skip Users/Groups to include everyone, otherwise pick users from the dropdown.
  5. Click Select Connectors and check each connector to include. Expand further only for specific accounts.
  6. Under Compliance Review choose a type: AI Compliance Review (recommended; reads all data and escalates only what needs attention), Global Keyword Review (you manually review every item), or Specific Keyword Review (searches one word or phrase).
  7. Run it. Review All runs immediately; a Scheduled Review runs the next time its time frame occurs. Every account admin gets a confirmation email, and the review stays under Saved Review on Overview.

Review Status Filters are optional and limit a review to a status, most often Flagged.

Open the report

On Overview select Saved Review; the newest report is at the top. In Progress means not finished (AI reviews take longer). When the status reads Continue or Completed, click it to open the report.

Need help? Contact Archive Intel support at support@archiveintel.com or (720) 637-0700.