Add or Edit an Alias List

Home > selected Project > menu or right-click > Settings > Alias Lists > New Alias List | Edit
Project > Settings drop-down > Project Settings > Alias Lists > New Alias List | Edit

Requires Project - Alias Lists - View, Add/Edit Permissions

Home > selected Organization > menu or right-click > Settings > eDiscovery Templates > Alias Lists > New Alias List | Edit

Note: Requires Organization - Alias Lists - Add/Edit Permissions

In general, you can add an Alias List from the Project Settings or Organization Settings (for an Alias List template). When you are in the Document Viewer and select text in a document, you can also add an Alias List as part of using the Add Selected Text To option to add email address selections to an Alias List.

Add an Alias List

You can create an Alias List and add Aliases to the list.

• Name The unique name of an item. For many items, the name can have up to 100 characters. Some items, such as a Connector name, can have up to 255 characters. An Excluded Content Block name is limited to 32 characters. (required) – The Alias List name must be unique within the Project or Organization and is subject to validation upon creation or edit. The name is not case sensitive. It can include alphanumeric characters and some supported characters (such as a hyphen underscore, and apostrophe). It cannot include spaces. During validation, the software will also allow characters from foreign languages (for example, Korean characters). However, spaces and the following characters are not supported for Alias List names and will generate an error message indicating that your entry contains invalid characters:

! " # $ % & * + . / : ; < = > ? @ [ \ ] ^ { | } ~ “ ”

Note: In general, when assigning Alias List names, avoid using common terms. This will prevent potential confusion when running searches that match Alias List names (because the Alias List match will cause the individual aliases to be broken out as terms).

• Description Provides a helpful description of an item. A description can have up to 255 characters. (optional) — A description of this new Alias List.
• OK — Adds the Aliases that are part of a new Alias List. 
• Cancel — Cancels the operation to add the specified Alias List.

Edit an Alias List

You can edit the following information for an Alias List:

• Name The unique name of an item. For many items, the name can have up to 100 characters. Some items, such as a Connector name, can have up to 255 characters. An Excluded Content Block name is limited to 32 characters. (required) — Following the same rules for names as creating an Alias List, you can change the Alias list name as long as it remains unique within the Alias Lists. Alias List names are not case-sensitive.
• Description Provides a helpful description of an item. A description can have up to 255 characters. (optional) — You can change or add a description of the Alias List.

• OK — Applies the edits to the Alias List. 
• Cancel — Cancels your Alias List changes.