Adding targets to target groups

After you have set up a few targets, you can combine them in a group.

You must have the Manage Global Target and Target Groups permission to add targets to application-wide target groups, and the Manage Targets permission to add them to case-specific or folder-specific groups.

To add targets to a target group

  1. Do one of the following:

    • To add an application-wide target group, click the Custodians tab in the Discovery Accelerator client, and then click the Address Manager tab.

    • To add a case-specific target group, click the Cases tab and then click the required case in the left pane. Then click the Address Manager tab.

      If Discovery Accelerator lists a lot of cases, you can filter the list with the fields at the top of the pane.

  2. Click New Target Group at the top of the pane.

  3. Type a name and optional description for the group.

  4. Click Add, and then select the targets to include in the group.

    Use the following techniques to select the targets:

    • To find all the names that contain certain characters, type those characters in the Filter box and then click Find.

      To remove the filter, delete the characters that you typed in the Filter box and then click Find again.

    • To select multiple adjacent targets, hold down the Shift key and click the first and last target in the range. To select multiple nonadjacent targets, hold down the Ctrl key and click the required targets.

    • Press Ctrl+A to select all the names in the list.

    Click OK when you have finished.

  5. Click Save.

More Information

About the Discovery Accelerator permissions

Defining email targets with Address Manager