ONE ARCHIVING PLATFORM FOR ALL YOUR COMMUNICATIONS WE ARCHIVE EVERYTHING THE ARCHIVING PLATFORM A next generation solution for all your digital communications. The cloud-based Smarsh Archiving Platform enables a unified compliance and e-discovery workflow across your content types, including email, social media, instant messaging, mobile messaging and web content. Search and review all of your content in one place, creating efficiency and providing peace of mind. Fast and powerful search. Built atop the same enterprise-grade technology that powers websites like E*Trade, the platform scales to support businesses of all sizes. Search universally across people, keywords and content types to quickly return the results you’re looking for. Cast a wide net or get granular—we make it easy to find the right information fast. Designed for supervision and e-discovery. Our review interface is designed for faster, simpler and smarter message review. Easily move between messages in your review queue and close, escalate and tag content based on cases, events or topics. Messages that trigger policy matches are visually highlighted to ensure they don’t get lost and to further help you to spend time only on the messages that require attention. Social conversations as they’re meant to be viewed. Conversations are rendered contextually and identified clearly, so you’ll know immediately whether you’re reviewing a social media post, email, text message or other content type.

1. Contact an account executive to learn more about the Archiving Platform or visit
www.smarsh.com
Over 20,000 companies trust Smarsh with their most valuable data.
ONE ARCHIVING
PLATFORM
FOR ALL YOUR
COMMUNICATIONS
WE ARCHIVE
EVERYTHING
THE ARCHIVING PLATFORM
A next generation solution for all your digital communications.
The cloud-based Smarsh Archiving Platform enables a unified compliance and e-discovery workflow
across your content types, including email, social media, instant messaging, mobile messaging and
web content. Search and review all of your content in one place, creating efficiency and providing
peace of mind.
Fast and powerful search.
Built atop the same enterprise-grade technology that powers websites like E*Trade, the platform
scales to support businesses of all sizes. Search universally across people, keywords and content
types to quickly return the results you’re looking for. Cast a wide net or get granular—we make it
easy to find the right information fast.
Designed for supervision and e-discovery.
Our review interface is designed for faster, simpler and smarter message review. Easily move
between messages in your review queue and close, escalate and tag content based on cases, events
or topics. Messages that trigger policy matches are visually highlighted to ensure they don’t get lost
and to further help you to spend time only on the messages that require attention.
Social conversations as
they’re meant to be viewed.
Conversations are rendered
contextually and identified clearly, so
you’ll know immediately whether you’re
reviewing a social media post, email,
text message or other content type.

2. ARCHIVING
PLATFORM
FEATURES
© Copyright 2014 Smarsh, Inc. All rights reserved. SS-ACC-150414-1
Find out more today at www.smarsh.com
SS-EE-150814-1
FEATURES
“Smarsh was the choice that linked with our strategic goals and
will evolve with our needs. With Smarsh, we can deploy intelligent
supervision and have deeper oversight on potential infractions.”
Senior Vice President,
Securities America
THE ARCHIVING PLATFORM
CONVERSATIONS
Messages are presented in a
conversation view to showcase
context of the thread.
GROUPS
Model the review structure of
your organization to specific users
and groups for easy review and
permissioning.
LEXICONS
Clients can customize company-approved
lexicons of keywords or
start with a default list.
MESSAGE SCORING
Use the policy engine to apply
scoring to messages based on any
criteria.
FULL AUDIT TRAILS
Every action taken in the platform is
documented and stored in a read-only
format.
FLAGS & TAGS
Reviewers have the ability to open/
close, flag, or tag messages based on
cases, events or topics.
EXCLUSIONS
Create policies that exclude certain
phrases or signatures to reduce false-positive
search results.
QUEUES
Quickly see the messages you’re
responsible for each day and how
many you have left to review, then
prioritize to get the job done fast.
SAMPLING
Search based on random percentages
(i.e. 1%, 5%, 10%) or the number of
messages.
ESCALATIONS
Assign or forward messages to
supervisors or other reviewers for
further review.
IMPORTS
Migrate legacy data easily from your
existing or previous archiving provider.
RETENTION POLICIES &
LEGAL HOLDS
Messages are retained in accordance
with client retention policies and
active legal holds.
SECURITY
Customize security settings for
your company’s users including
authentication methods.
CASES
Prepare and share content needed for
audits and litigation in a variety of
formats for compatibility with other
case management tools.
PERMISSIONS
Grant the appropriate level of access
to each user for both review and
administration.
PERSONAL ACCESS
End-users may access their personal
archive from any browser, mobile
device, or plug-in.
KEYBOARD SHORTCUTS
Close messages with a single keystroke
or apply review data.
DVDS
As part of some packages, Smarsh
delivers monthly copies of client data
via encrypted DVDs.
DESIGNED FOR SUPERVISION AND E-DISCOVERY