FEATURES

Define search

Set out who the request concerns, who is asking and where to look. Keep the scope clear before collecting information.

Set the scope

The subject, requester, date range and sources give your search its direction.

01

Identify the subject

Start with the person whose information the request concerns.

02

Record the requester

Keep the person asking distinct from the person the information is about.

03

Set the date range

Set a date scope for the search. The example shown uses the past 24 months.

04

Choose where to look

Choose the sources to include, such as emails, Drive files and SharePoint.

NEXT FEATURE

Check relevance

Gather the information, see the relevance groups and keep uncertainty in view.

Explore next feature

Subject access, made simpler.

Collect, review, redact and respond in one workflow.

  • GDPR
  • ISO 27001
  • ISO 9001
  • BESA