AdvisorMail features

AdvisorMail is designed to simplify and speed the common day-to-day searching and reviewing tasks:

Intuitive interface

The AdvisorMail user interface includes the following features:

• Familiar, Outlook-style look and feel - shorten your learning curve with an intuitive, easy-to-use interface

• Display preferences - set your preferred starting folder, date range, and message view

• Customized views - shorten review time by choosing one of three convenient views: Single Message View, Snippet View or List View

Rapid, one-click review

The reviewing features include:

• Next-click review - quickly jump to the next violation in email messages and attachments with only a single mouse click

• Right-click actions - choose commands by right-clicking your mouse or using the Message or List Review Bars

• Advanced search filters - easily sort, search and select emails, offices, and specific compliance rules using advanced search filters

Easy administration

Administration features include:

• Whitelist editor - easily whitelist keywords and phrases frequently found in disclaimers to reduce false-positive violations

• Mass editors - add addresses, move users to other offices, modify rules and more with a couple mouse clicks

• Tiered supervision - push out your corporate lexicon (list of violating keywords and phrases) to all remote offices with only one command