Veritas™ AdvisorMail User Guide

The Edit Office dialog includes the following settings:

• Office Name: Office names should be at least 4 characters and no more than 40 characters in length.

  Note:

  If multiple offices were selected for editing, this option is not available.

• Compliance Privilege: If selected, office's auditors are able to create and edit compliance rules specific to the office.

Auditor Settings:

• Total Auditors: The maximum number of auditors that can be created in the office. The maximum can be between one and 30.

• Total Default Auditors: The maximum number of default auditors that can be created in the office. The maximum can be between one and 30.

• Password Expiration: If selected, the passwords for auditors expire every 60 days. AdvisorMail auditors are sent a notification email when their password is about to expire. The password expiration warning notifications are sent to the Primary Email Address of the auditor. If this option is unselected, the passwords do not expire.

Compliance Rules: The default functionality in AdvisorMail is that both Corporate Compliance rules and Office Compliance rules apply to office emails. The options in this section determine whether the Corporate Compliance rules apply to this office.

• Apply Corporate Lexicon: If selected, both the Corporate and the Office's Lexicon apply to the Office's emails. If unselected, only the Office's lexicon is applied to the Office's emails.

• Send Notification: This option is active only if the Apply Corporate Lexicon option is selected. If Send Notification is selected, a notification email is sent whenever a corporate auditor modifies or creates a Corporate Keyword or Phrase. If unselected, the notifications are not sent.

• Apply Corporate Attachments: If selected, both the Corporate and the Office's Attachment rules apply to the Office's emails. If unselected, only the Office's Attachment rules are applied to the Office's emails.

• Apply Corporate Whitelist: This option is only available if the Apply Corporate Lexicon check box is selected. If Send Notification is selected, a notification email is sent to the auditors in the office whenever a corporate auditor modifies or creates a Corporate Keyword or Phrase. If unselected, notifications are not sent.

• Apply Corporate Outbound Random Sample Settings: If selected, the Corporate Outbound Random Sample settings apply to the Office's emails and the Office's Outbound Random Sample settings are ignored. If unselected, only the Office's Outbound Random Sample settings are applied to the Office's emails.

• Apply Corporate Inbound Random Sample Settings: If selected, the Corporate Inbound Random Sample settings apply to the Office's emails and the Office's Inbound Random Sample settings are ignored. If unselected, only the Office's Inbound Random Sample settings are applied to the Office's emails.

• Apply Corporate IM Random Sample Settings: If selected, the Corporate IM Random Sample settings apply to the Office's emails and the Office's IM Random Sample settings are ignored. If unselected, only the Office's IM Random Sample settings are applied to the Office's emails.