On-Demand Search and Retrieval
Auditors, legal teams, human resources and executives (with the appropriate privileges) can directly access and search AdvisorMail’s archive in seconds. Reviewers can quickly find emails of interest, using our Quick Search and Advanced Search filters.
- Quick Search: Search on text in the To, From and Subject lines of archived emails.
- Advanced Search: Conduct more granular searches with specific criteria, including additional filters for auditor name, notes, attachments and date range.