Data items and workbooks

You can add data items to a static, query, or task workbook (unstructured data only) from the data list within a workspace. The data list within a workspace initially includes all data items associated with the workspace. You can then use the search filter or search builder within the context of the workspace to refine the list of data items before adding them to a workbook.

TIP: Unstructured data workspaces and workbooks include document families—the item and any attachments. If you are viewing the list by "items" and add an item to a workbook, the entire document family is added. For example, the item you select to add to a workbook is an attachment to an email. The parent email, the attachment you selected, and any other attachments to the parent email are added to the workbook.

TIP: You have access to features and functions based on your assigned permissions. You will only see features and functions that have been enabled for the workspace you are viewing and that you have permission to see.

From within the context of an unstructured data workbook, you can place a hold on data items or export the documents for offline review. Exports and holds apply to the entire document family (item and any attachments), not just the selected item.