Searching your Archive
How to search across your archive using Cryoserver.online environment.
Last updated
How to search across your archive using Cryoserver.online environment.
Last updated
This is applicable to users connecting to either: archive.cryoserver.online or eu.cryoserver.online. Not for on-premises or other .cloud environments. To learn more about switching to the new .online environments please contact your Account Manager or email sales@cryoserver.com
Conducting a basic search on your archive is straight-forward, and it should take no time at all to find what you're looking for. Cryoserver can perform anything from extremely complex searches to basic one-word searches.
We class "Basic" searching as a simple query which could involve a keyword and/or recipients. In the instructions below, we will be adding a keyword and a recipient to a search.
After logging in to your archive, click the search bar in the top right of your interface. Once clicked, you should now see a search box where you can enter your search query.
Channels are the various sources that have been setup for searching in your archive. These channels can be Emails, Microsoft Teams, Slack etc. You can individually choose which channel to search or you can search across all channels by default. To select individual channels, click the dropdown to open the menu, and toggle which channels you would like to search.
Start by typing the keyword you would like to search for into the "Keyword" box. While typing, you will notice a dropdown appear underneath, which will allow you to "Include" all results with this keyword or "Exclude" any results that contain this keyword - for these instructions select "Include" or simply, press enter to add the keyword. We can search for multiple keywords at a time by continuing to type after pressing enter on each keyword we would like.
(Tip - The default setting is to include the keyword, so you can quickly press enter when typing.)
After we've chosen keywords, we can add any recipients we'd like to include in the search. First, we can decide whether we'd like to show emails "From" or "To" this person - or - we can choose both if we don't know if we sent the email or they did.
To add a recipient, start by typing the recipient's email address you'd like to include within this search. Similarly to the keyword box, we will see a dropdown menu appear below the recipient box while we are typing, which will allow us "Include" all emails from this person, or "Exclude" all emails from this person. This dropdown menu will also show suggestions from what you have typed - making it convenient for you to find the correct person. To include a recipient, select an Include/Exclude option or press enter to add this recipient.
Now that we have added the Keywords and Recipients we would like to search for, we can now choose the date range we'd like to include in our search. We default to 1 month as this is the most popular query. We can easily change the date range by clicking one of our quick choices in the dropdown, that will allow you to choose from 1 day to All-Time.
If you would like a specific date, you can select this by clicking the corresponding from and to dates in the field. After clicking this, you should see a calendar that will assist you in adding your specific dates.
To choose a time-frame for your search, click on the time options within this field. After clicking, you should see the time options pop-up appear to assist you in adding your specific times.
(Tip - The arrow in the middle of this field means "to". e.g. 13th Jan to 23rd Feb)
