Cases are used as queries in the Trustifi archive. Cases can be created, managed, and run to find and view archived emails based on specific search parameters.
To create a new case, go to the “Archive” page under the “Archive” section. Then, click on the “Create new case” button.
In the pop-up window, you will need to give the case a name and enter at least one parameter.
Case parameters explained
From: Searches emails by the sender. This parameter accepts either a full (single) email address or a domain.
Recipients: Searches emails by the recipient. This parameter accepts either a single (full) email address or multiple email addresses separated by commas.
Subject: Searches emails by either a full or partial match to the subject line. Accepts any string.
Contains the words: Searches emails by either a full or partial match to the email body. Accepts any string.
Date: Searches emails by the date the email was sent on. This drop-down menu allows to select one of the following:
- Last day
- Last 3 days
- Last week
- Last month
- Last 3 months
- Range: requires the user to select a start date and end date
- All: will not filter search by date
Has attached files: If this box is checked, the archive case will only show emails that have attached files. If the box is unchecked, the case will show emails with or without attached files.
Advanced
Under the “Advanced” section, you can search archived emails according the compliance policies they may be related to.
Emails can be searched according to compliance only if they are outbound emails sent using Trustifi. You may select one or more of these compliances:
- GDPR
- FERPA
- HIPAA
- PCI
- CCPA
- POPI
- LGPD
- PDPO
- GLBA