Manage Alias Lists in a Template

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

Requires Organization - Alias Lists - View (to view the setting), Add/Edit (to manage the Alias Lists and Aliases), and Delete (to delete an Alias List template)

Users in a role with permissions can set up and manage one or more Alias Lists containing lists of Aliases (email addresses) in an Alias List template at the Organization level.

When you select a template type from the Organization Settings, a user with the appropriate permissions can use the top-level Templates context menu to perform the following action:

  • Create a template by clicking the (New Template) option, which launches the New Template properties dialog.

For a selected template, a user with the appropriate permissions can click the ellipses and use the context menu to perform the following actions:

  • Save to Template – Launches the Save to Template dialog, which enables you to save current settings to an available template, or select New Template, which launches the New Template dialog.
  • Load from Template – Launches the Load from Template dialog, which enables you to load the settings from a System template or Organization template you select using the option. The loaded settings and fields then appear.
  • Select Set as Default, which marks the selected template as the default template. This is not available for the Default template of a given type, or for any other template already set as the Default.
  • Edit – Launches the Edit Template dialog, which enables you to edit the template name and/or description of the selected template.
  • Delete – Delete a template, which causes the display of a popup asking you to verify the deletion of the template from the Organization.

Note: For Alias list templates, Save to and Load from operations will preserve your existing Alias list items and only new, unique Alias list items from the source template/settings are added. When these operations encounter name collisions on Alias List names, they will leave the existing, same named Alias List as is to ensure that the existing items are not overwritten.

Alias Lists

The Alias Lists section 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. 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 unique Alias Lists within the Organization.
  • Delete – Deletes a selected Alias List. You are prompted to confirm the deletion of the selected Alias List.

Aliases

The Aliases section 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. The list of Aliases is paged.

  • 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 Aliase, 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-document 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.