View and Manage Project Alias Lists

Home > selected Project > menu or right-click > Settings > Alias Lists
Project > Settings drop-down > Project Settings > Alias Lists

Requires Project - Alias Lists - View (to view the setting), Add/Edit (to add and edit Alias lists and manage Aliases in a list), and Delete (to delete an Alias list)

Use this screen to view and manage the current Alias Lists of Aliases (email addresses) that are in effect for your Project, as follows:

  • View the Alias Lists in the Project.
  • Add an Alias List.
  • Edit an Alias List (name).
  • Delete an Alias List.
  • Add one or more Aliases to an Alias List.
  • Delete one or more Aliases from an Alias List.
  • Save Alias List information to a template, or load Alias List information from a template.

Alias Lists

The left side of the screen enables you to manage the Alias Lists.

Alias List Information

  • Alias List Name – The unique name of the Alias List.
  • Description – A useful description of the Alias List.

New and Selected Alias List Options

To add a new Alias List, use the top-level New Alias List option. This allows you to add a list of Aliases from an uploaded text file as a new Alias List. Alias List names must be unique within the Aliases Lists for a Project. Alias List names are not case-sensitive.

For a selected Alias List, right-click the Alias List or click the ellipses at the far right to see a menu with the following options, as long as you have permissions to perform those actions (actions that are not permitted will be grayed out):

  • Edit – Enables you to edit the name or description of an existing Alias List, maintaining a unique list of Alias Lists within the Project.
  • Delete – Deletes a selected Alias List. You are prompted to confirm the deletion of the selected Alias List.

Aliases

The right side of the screen enables you to manage the Aliases that are part of a selected Alias List.

Alias Information

  • Alias Name – The name of the alias (for example, usera@someco.com).

New and Selected Alias Options

Use the following options to manage Aliases within a given Alias List.

  • Add Aliases – Launches the Add Alias dialog to add one or more Aliases to the Alias List. Aliases must be unique within an Alias List. Aliases are not case-sensitive.
  • (top-level checkbox) — Use the checkbox that appears at the top of the list of Aliases to select all Aliases. To clear the selection of all Aliases in the list, clear the top checkbox. If you select one or more but not all Aliases, the top checkbox changes to to indicate that one or more items have been selected, but not all items.
  • (per-item checkbox) — Use the checkbox to the left of an Alias name to select that Alias. To clear the selection of an Alias, clear the per-item checkbox. Use the per-item checkbox to select one or more Aliases for deletion.
  • Filter box - You can use the Filter text box under the Name column to filter the list of Aliases. (The icon indicates that filtering is available.) If you have a large number of Aliases, using the Filter box enables you to pinpoint the items you want to work with based on a Filter term search containing one or more characters you enter. You can explicitly apply a filter by typing one or more characters in the text box and clicking Enter (the return key). If you type one or more characters in the text box , the software will automatically apply the filter for you, and the text box changes to a yellow background color. For any applied filter, you can then clear the filter by removing the text in the box and clicking Enter, by removing the text from the box, or by clicking the that appears at the far right of the Filter box. Clearing a filter restores the list to its original state.
  • Delete Selected –Deletes the selected Alias(es) from the selected Alias List. You can select multiple Aliases or all Aliases.

Alias Lists: Save to and Load from Template Options

If you have the appropriate permissions, you can save your Alias List information to a template or load the list information from a template. To do this, click the ellipses to the right of Alias Lists in the tree of eDiscovery Project Settings, as follows:

Note: If you do not have the permissions needed to perform either of these operations, you will not see the ellipses menu at all. You must have Add/Edit permissions for the Organization-level Alias Lists to use the Save to Template option to save Project Alias Lists to an Organization Alias List template. You must have Add/Edit permissions for Project-level Alias Lists to use the Load from Template option to load settings from an Alias List template, and you must have View permissions for Organization Alias Lists to list the Organization templates on the Organization Templates tab in the Load from popup. (Loading from a System template does not apply to Alias Lists.) Save to and Load from operations for this setting observe an "append" behavior. For example, for a Load from operation, your current settings are preserved and only new, unique items from the source template/settings are added. Items with any name collisions are not added. Note that other settings, such as Index settings and Analytic settings, observe an "overwrite" behavior instead.

  • Save to Template - If you have Add/Edit permissions to Alias List templates in the Organization, you can use the Save to Template option to save your current settings to a selected Organization template. You can either select an existing Organization template (including the Default Alias Lists template), or you can select the top-level (New Template,) which launches the New Template dialog.
  • Load from Template - If you have Add/Edit permissions to Alias Lists in the Project, you can use the Load from Template option to load settings from a selected template (from a list of available Organization templates). The loaded settings then appear and are saved automatically. There are no System-level Alias list templates.