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How to create a vault

Save a search to a vault to place it on hold for later review.

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Written by Harriet Christie

Summary

In MirrorWeb Insight a vault is a search that has been saved to Vault and placed on hold for later action. You create a vault by running a search and then using the Save to Vault action on the search results. Give the saved search a name and it appears in your Vault list.

Prerequisites

  • Login credentials to MirrorWeb Insight

  • Access to save searches to Vault for your organisation

  • A search with results to save

Step-by-Step Instructions

Step 1: Run a search

Create and run a search that returns the messages you want to preserve.

Search results that you want to save to Vault

Step 2: Click Save to Vault

On the search results, click the Save to Vault button. This opens the "Save search to Vault" dialog.

The Save to Vault button on the search results

Step 3: Name the saved search

In the "Save search to Vault" dialog, enter a name in the Name field (placeholder "Enter a name for your search..."). The helper text states the name "must be between 1 and 50 characters."

The Save search to Vault dialog with the Name field

Step 4: Save

Click Save to save the search to Vault. A confirmation appears: "Search saved to Vault — Your search was saved successfully," with a Go to Vault link.

The confirmation that the search was saved to Vault, with a Go to Vault link

Notes

Note: A newly saved vault is created with the Held status. You can change the status to In progress or Complete from the vault's results view.

Note: The Vault list shows each vault's Name, Created date, Last Updated date, and Status, along with Share vault and Delete vault actions and a View action.

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