Email Threading
Email Threading greatly reduces the time and complexity of reviewing emails, by gathering all forwards, replies, and reply-all messages together into a conversation thread. Email threading identifies email relationships, and extracts and normalizes email metadata.
An email thread is a single email conversation that starts with an original email (the beginning of the conversation) and includes all of the subsequent replies and forwards pertaining to that original email. The Reveal engine uses a combination of email headers and email bodies to determine if emails belong to the same thread. This allows for data inconsistencies that can occur, such as timestamp differences generated by different servers.
Email Threading may be enabled on document import but can be accessed again under the Create pane.
When importing data, select Email Threads to automatically build the threads once the data have been loaded.
Select Case.
Click Generate Threads.
Build Email Threads requires all of the following fields to be populated:
SENT_DATE
SENT_TIME
SUBJECT_OTHER
The process will also use whichever of the following fields are available; for the most complete threads, load in all these fields:
MESSAGE_ID
THREAD_IN_REPLY_TO
THREAD_REFERENCES
Note
Advanced Options -> System Settings -> "EmailThreadSplitRepeatingSubjects" needs to be set to 1 for the most accurate results.