Enterprise Archive

3.3.938, 08 Oct 2026

CONDUCT-14964 | FIXED

Messages now load correctly in Conduct when a matched policy hit term contains consecutive asterisk characters (for example, ******ESCALATION *****NEED). Previously, opening such a message caused the request to time out and the page displayed an infinite spinner, so the message never loaded. This feature is controlled by a feature flag. Contact Smarsh Support to enable this feature.

3.3.937, 29 Sep 2026

EA-49446 | ADDED

In the Refine Results panel, Participant and Groups counts now match the participant role you searched. Previously, facet counts included all role variations (From, To, Cc, and so on) regardless of the role you searched for, resulting in inflated counts that did not match the results. When you search by a specific participant role, such as From, the refine panel now shows counts for that role only.

3.3.936, 22 Sep 2026

EA-49747 | FIXED

The Exports page now loads correctly when the export list includes a failed export that has no export format. Previously, if a user canceled an export before any snapshots were processed, the Exports page could appear blank for all users in the tenant.

3.3.934, 15 Sep 2026

EA-50372 | ENHANCED

The Roles and Permissions page has been redesigned to make permission settings easier to understand and manage:

EA-51219 | FIXED

The confirmation dialog displayed when deleting an endpoint now correctly reads "Delete Endpoint" instead of "Delete Content Source," accurately reflecting the action being performed.

3.3.933, 09 Sep 2026

EA-50883 | ADDED Added Voice Player support with the following capabilities:

Note

The voice player feature is controlled by a feature flag. Contact Smarsh Support to enable this feature.

3.3.932, 07 Sep 2026

EA-50501 | ADDED Export Size and Time Taken columns have been added to the Report on Exports Performed CSV and UI, giving you visibility into export costs and performance metrics for billing reconciliation across business units.

EA-50959 | ADDED Search scheduled reports now accept free-text email addresses, extending support across all report types so you can send directly to distribution lists without workarounds.

EA-50855 | ADDED Participant scheduled reports now support free-text email recipients, completing the rollout of distribution list support across all scheduled report workflows.

EA-50831 | FIXED Scheduled Reports screen no longer hangs after saving; the page now returns immediately with confirmation and displays the newly created report.

3.3.931, 01 Sep 2026

EA-49802 | ADDED Free-text email addresses can now be entered when setting up scheduled reports, allowing you to send exports to distribution lists and unregistered users without creating service accounts.

EA-48541 | FIXED Uncollect operation now correctly displays the full case document count in the UI confirmation, not just the filtered count, preventing confusion about the scope of the operation.

3.3.929, 24 Aug 2026

CONDUCT-13855| FIXED Assigned To facet added to Review Queue. Managers can now filter and see who is assigned to each item, improving workload visibility and team collaboration in the Conduct Review Queue interface.

3.3.928, 21 Aug 2026

CONDUCT-13862 | FIXED Assigned To column added to Conduct Review Queue. Search results now display assignment information with sortable and filterable columns for improved workflow visibility.

3.3.927, 19 Aug 2026

EA-50177 | FIXED Refined Add to Review Queue workflow. The All Comms option has been removed when communications are selected, streamlining the review queue process for improved accuracy.

3.3.926, 18 Aug 2026

EA-50517| FIXED

Administration pages now enforce page-level permissions correctly. Previously, users landing on the Administration section were always directed to the Users page, and any Administration page could be opened via direct URL regardless of the user's permissions. Users now land on the first page their role permits, and unpermitted pages are no longer accessible, including through direct links.

EA-50277| FIXED

Saving a search now displays the correct saved-search name. Previously, when users toggled between multiple saved searches and then saved a search using the star button, an incorrect name was shown. Search names are now saved and displayed accurately, ensuring a reliable saved-search workflow.

3.3.923, 04 Aug 2026

CONDUCT-12313| FIXED

The Custom Email Notification option in the Conduct action form now respects queue-level permissions. Previously, the option was visible to users without the required notification permission. The form now correctly hides the option for users whose queue role restricts it.

CONDUCT-12315| FIXED

The Escalate action in Queue Review now advances the selection to the next communication. Previously, escalating an item left the selection in place, requiring reviewers to manually move to the next item. This fix brings Escalate in line with other review actions for a smoother workflow.

3.3.919, 31 Jul 2026

EA-49559| ADDED

Attachment preview is now supported for Tier-2 documents. Previously, selecting preview on a Tier-2 attachment displayed a "No attachment details found" error. Users can now preview attachments consistently across both Tier-1 and Tier-2 documents.

3.3.918, 24 Jul 2026

EA-49408| FIXED

A critical bug has been fixed where search result refinement was incorrectly dropping participant role information during the filtering process. Participant roles are now preserved accurately throughout all search refinement operations.

EA-49587| FIXED

Calendar invite replies and channel information now display correctly on the UI. Previously, calendar invite response messages were not rendering, and the Channel field showed inconsistent values. This fix ensures all calendar invite details are properly displayed for accurate record review.

3.3.917, 24 Jul 2026

EA-49599| FIXED

Email date parsing has been improved to handle various date formats. Previously, emails without a weekday in the date header displayed as December 31, 1969, making records difficult to locate. The system now correctly recognizes and displays timestamps regardless of the date format, ensuring accurate record chronology.

3.3.914, 14 Jul 2026

EA-47819| ADDED

Users can now view the API Gateway URL directly in the V3 API Client Registration page, streamlining the process of configuring external integrations. This enhancement provides immediate access to the gateway endpoint without requiring separate system lookups.

3.3.910, 06 Jul 2026

EA-48209| ADDED

Users can now view a consolidated summary of all active search criteria in the AG Grid toolbar, enabling quick validation, sharing, and documentation of search configurations without navigating through individual filters or custom facets.

3.3.902, 08 Jun 2026

EA-46090| ADDED

Enable Attachment Viewer for customers without OCR capabilities, allowing all users to view attachments with metadata.

The viewer now provides consistent access to document details regardless of OCR availability, improving accessibility for all customer deployments.

3.3.898, 14 May 2026

EA-45638| ENHANCED

Modified View OCR functionality to fetch attachment OCR extracted data from the Enrichment Storage Service (ESS) API, enabling retrieval of document-level and attachment-level enrichment types for improved data management.

3.3.884, 20 Feb 2026

EA-42990| FIXED

UI Portal backend now populates V3 API client options in the Assignees Selector dropdown, allowing API clients to be assigned to cases when the feature flag is enabled.

3.3.874, 14 Jan 2026

EA-44447| FIXED

Resolved a critical issue where Conduct workflows became unresponsive after processing 18-20 items. This fix affected users' ability to complete tasks and required page refresh.

EA-44347| FIXED

Resolved navigation issue in Discovery Create Custodian hold drawer modal affecting proper modal stacking. The modal now correctly manages navigation state when canceling drawer operations. Users experience proper navigation flow without losing context during hold creation workflows.

3.3.873, 12 Jan 2026

EA-37497| FIXED

Corrected menu behavior where Case Research menu failed to hide after navigating back to My Cases, ensuring menu items properly close during page transitions.

EA-44267| ADDED

Updated the Roles page in the UI to display guidance on restricted special characters for Role Name and Description fields. The following characters are not allowed:

` ~! ^,; | < >

This helps users avoid validation errors when creating or editing user roles.

3.3.857, 14 Oct 2025

EA-41701| ENHANCED The Refine Results panel under Search has been enhanced to behave consistently when searching across Both (Tier 1 + Tier 2). Previously, some filters that were not common to both tiers (for example Direction, Text extraction status, Policy event, and Action event) could still appear in Refine Results, causing confusing or inconsistent result counts.

With this change:

3.3.854, 29 Sep 2025

EA-40465| ADDED

Implemented a new Summary view for restriction criteria that clearly displays the underlying logical query, including support for nested conditions. The UI now uses readable formatting and parentheses to show how AND/OR logic is grouped, making it easier for users to understand and verify complex restriction rules.

3.3.852, 16 Sep 2025

EA-41443| ENHANCED

Enhancements to the External S3 Export feature now include a Validate button on the export location forms. This allows users to confirm their connection details for SFTP and External S3 locations before saving, ensuring a successful export setup. The system will provide an error message if the details are invalid, keeping the Submit button disabled. This feature is behind a feature flag, to enable this feature flag, contact your Smarsh representative.

EA-40089 | FIXED

Resolved an issue where exports failed due to excessively long file names in attachments. File names are now trimmed to about 200 bytes to ensure all attachments are successfully packaged during export.

3.3.845, 19 Aug 2025

EA-39250| FIXED

Resolved an issue where Query Builder filters were not populating for some cases in the new search UI. This issue was not present in the Classic UI and has now been resolved.

3.3.839, 06 Aug 2024

EA-39277| ADDED

In the new user interface, the review panel has been updated to inform users when a message body is too large to display.

For messages exceeding 10 MB, the content area now shows the message, "The content of this document is too large to be displayed here. Please Export to view its content." This ensures a consistent user experience with the Classic UI.

3.3.816, 19 May 2025

EA-38939| FIXED

Resolved an issue that caused search results to not render when the Labels field was enabled. This issue occurred when the underlying sup_labels data was missing from the response, which caused the table to break.

3.3.813, 13 May 2014

EA-37523| ADDED

Adding a loading indicator to the bulk action workflow in Case Management. This indicator will appear after a user initiates a bulk action, such as Collect in Discovery, to show that the request is being processed.3.3.799, 10 Apr 2025

EA-34677| / ENHANCED

Enterprise Archive export is enhanced to include password protection for exported files. When this option is selected, the exported files will be packaged into a password-encrypted ZIP file. The feature is available for both regular and scheduled exports across Archive Management, Case Management, and Conduct.

Note

This feature is behind a feature flag and is disabled by default.

If an export was created before this feature was enabled, you must re-run the export to see the option to add a password.

If the Encrypt with Password checkbox is selected, providing a password in the Password text box is mandatory.

The export option will only be enabled once a valid password (meeting the defined requirements) is entered.

Once the files are exported, use the provided password to extract them from the downloaded ZIP files.

When a PST export is created with password-protection, the PST file is placed inside a password-encrypted ZIP file. To access the exported PST files, extract the contents using the provided password.

3.3.794, 27 Mar 2025

EA-33918| ENHANCED

User History Reports, located under Reports > Administrative, have been enhanced to provide enhanced tracking of user account lockouts. The reports also differentiates between lockout reasons, displaying "User account locked due to the number of failed login attempts" or "User account locked due to inactivity".

EA-33917 | ADDED

Activity Log User Interface has been enhanced to enable users to search for and review locked user account events. A new Account Lockout checkbox has been introduced in the Actions panel, and the results now include detailed information about the lockout, specifically the reason for the lock (inactivity or failed login attempts).

EA-33916| ADDED

Implemented inactivity lockout functionality for Single Sign-On (SSO) users within the Enterprise Archive system. SSO user accounts are now subject to lockout after a configured period of inactivity.

This feature is disabled by default and controlled via a feature flag.

3.3.782, 11 Mar 2025

EA-35172| FIXED

Resolved an issue that allowed unauthorized users to access Archive Management search functionality despite lacking page access permissions.

3.3.762, 29 Jan 2025

EA-32971| FIXED

The Extraction Microservice call issue preventing plain text rendering and snapshot highlighting for extracted content in MS Teams Chats has been resolved.

3.3.761, 28 Jan 2025

EA-33608| FIXED

Fixed an issue where the 1M documents guardrail validation was not working correctly when editing a saved search and triggering an export from the Case Collect page.

3.3.745, 18 Dec 2024

CONDUCT-2319| ENHANCED

Enterprise Archive Search and review workflows are enhanced to streamline your workflow and provide a more intuitive user experience.

Key Enhancements:

Soft Rollout Implementation:

Watch the Enterprise Archive Search UI Update and the Enterprise Conduct Search UI Update videos for a quick refresher of these enhancements.

3.3.730, 22 Nov 2024

EA-31169| ADDED

Bulk SSO User Conversion feature is introduced to streamline user management. Administrators can now efficiently convert multiple password-based users to SSO-only users in bulk. This enhancement improves security, simplifies user experience, and provides an audit trail to track user conversions.

3.3.729, 20 Nov 2024

EA-31708| ADDED

The Content Access Restriction feature is now available for Tier 1 users. This enhancement provides Tier 1 users with the ability to define and enforce Content Access Restrictions to safeguard sensitive information by controlling access to specific data sets.

3.3.718, 28 Oct 2024

EA-31249| FIXED

Fixed Issue: Scheduled exports in eDiscovery V2 Case Review were returning zero documents.

Cause: The export process was not using the new API to retrieve document information for eDiscovery V2 cases.

Resolution: The export process has been updated to correctly call the new Case APIs, ensuring accurate document counts and successful exports for scheduled tasks in eDiscovery V2 Case Review.

3.3.717, 16 Oct 2024

EA-29477| ENHANCED

Enterprise Archive export has been enhanced to include the following updates:

3.3.715, 30 Sep 2024

EA-29294| ADDED

Auto-generated participants for unidentified senders and recipients are no longer created during the promotion process from Tier 2 to Tier 1. The system now identifies and reports unmapped network endpoint IDs during promotion. The UI now offers an Include Unmapped Network Endpoint ID(s) for selected participants checkbox for Tier 1 participant searches. Selecting this option enables you to expand your search to include messages with unmapped network endpoint IDs.

3.3.705, 10 Sep 2024

EA-30340| ADDED

Enterprise Archive now provides granular control over Tier 2 data access. By using roles and specific email x-headers to create restricted access levels, you can safeguard sensitive information and ensure that only authorized users can view the data they need.

3.3.704, 09 Sep 2024

EA-29009| ENHANCED

Search functionality is enhanced to allow users to specify a time zone for search criteria. Users can now search for and export messages based on a specific time zone, enabling more precise and efficient data analysis.

EA-30358| ENHANCED

Enterprise Archive UI has been enhanced to define custom interaction attributes such as key-value pairs when creating content access restriction policies. This provides greater flexibility and granularity in controlling access to content based on specific user interactions.

3.3.699, 05 Aug 2024

EA-30435| ENHANCED

Archive Management > Exports listing is modified to reflect the visibility of the Exports option and its contents based on user permissions:

3.3.699, 31 Jul 2024

CONDUCT-3887| ENHANCED

The User, Participant, and Search entity data tables on the UI have been enhanced with new features powered by AG Grid.

These enhancements provide greater control, flexibility, and an overall improved user experience when working with your data. The key features introduced are:

3.3.669, 24 Jun 2024

EA-29902| ENHANCED

Enterprise Archive search is enhanced to support wildcard characters, enabling users to conduct more flexible searches within Tier 2. For example, users can now search for text files by entering "*.txt".

While wildcards offer increased search flexibility, we advise using them judiciously to avoid disrupting search performance for other users. Extensive wildcard searches can significantly impact system resources, potentially slowing down search results for everyone.

3.3.656, 30 May 2024

EA-23958| ENHANCED

The participant import feature has been enhanced to enable historical data imports with the introduction of the "StartTime" field within import CSV files. This functionality offers several key benefits:

Contact Smarsh Support to enable this feature.

3.3.656, 29 May 2024

EA-29322| ENHANCED

The Participant Details window within the Administration > Participants - View page has been enhanced to provide a clearer view of employee information:

3.3.643, 09 May 2024

EA-27936| ENHANCED

Tier 2 export is enhanced to handle malformed nested emails in migrated archives. This ensures export of the main journal email with a JournalExtractionFailures.csv file for easy identification and further investigation, even if the nested email can not be extracted.

3.3.630, 24 Apr 2024

SINC-14399| ENHANCED

Search functionality is updated to address the mandatory requirement for Start and End dates when using the date range filter in searches. Omitting these dates could result in errors.

Updates:

Saved Search Updates:

3.3.607, 18 Mar 2024

SINC-12235| FIXED

Issue: When exporting Tier 1 and Tier 2 data together, Tier 1 data exported correctly, but Tier 2 data initiated an export with an inaccurate item count in the billions. Exporting Tier 1 or Tier 2 data individually functioned as expected.

Cause: Elasticsearch was incorrectly searching and sending the entire dataset for Tier 2 exports.

Resolution: Code has been modified to ensure that Elasticsearch only sends the searched Tier 2 data during export.

3.3.606, 15 Mar 2024

EA-28719| FIXED

Leaving a field blank during CSV import will now update the corresponding value in the system to an empty value. This applies to all fields. However, there are exceptions for networks and custom attributes. These will retain their existing data when left blank during import.

3.3.598, 04 Mar 2024

SINC-14067| FIXED

Issue: Encountered error saving new endpoint configuration: "There was an error creating this content source. Content Sources only support endpoints of the same type. The content source cluster already exists with a Tier1 type, please add an endpoint of the same type. If you want to create a Content Source of a different type, please create a new Content Source”.

Cause: This issue was specific to adding new content sources to existing clusters, and saving new endpoint configurations for existing clusters failed only if the endpoints were added before Tier 2 content source enablement. This was due to a difference in "search tier" types between existing endpoints and the new content source.

Resolution: The code has been modified to prevent this mismatch from occurring. This ensures compatibility when adding new content sources to existing clusters.

3.3.596, 01 Mar 2024

EA-28128| ENHANCED The participant CSV import process is enhanced to handle duplicate network records and user groups by prioritizing the first entry and discarding subsequent duplicates, preventing import failures.

3.3.592, 26 Feb 2024

EA-22837| ADDED

Tier 2 exports now include a summary.txt file detailing all chosen search inputs, counts of successful exports, failures, and disposition information. This file is automatically generated upon export completion for all end statuses: completed, completed with warnings, or failed.

EA-22808|

Tier 2 export summary files now include a "Search Count" field. This field shows the number of documents the user selected for export from the UI.

3.3.577, 30 Jan 2024

EA-28241| FIXED

Issue: Certain Tier 2 exports failed due to emails containing period (".") Character in the email subject. This caused processing to stall and leave the export stuck in " INPROGRESS " state.

Cause: Internal logic mistakenly treated the period as a delimiter, leading to processing errors.

Resolution: Implemented a fix that replaces the period character with underscore (_) character in the export package name.

3.3.577, 25 Jan 2024

EA-26836| ADDED

Auto-generated Participants report has been added to Reports > Scheduled Reports - Participants page. Use this report to get the list participants who are auto-generated by the system.

Access to this report is currently restricted by a feature flag and can be enabled following an upgrade to Identities Service V2 (ISSV2). To activate this report, please contact Smarsh support.

3.3.572, 17 Jan 2024

EA-28062| FIXED

Issue: Users were unable to view export progress for Tier 2 CSV exports.

Cause: Recent code changes inadvertently impacted the functionality that displayed export progress for Tier 2 CSV exports.

Resolution: The code has been updated to display export progress for Tier 2 CSV exports.

3.3.562, 05 Jan 2024

EA-24720| ENHANCED

Tier 1 and Tier 2 exports within Enterprise Archive have been enhanced to protect the export services from exceedingly large export requests. A guardrail has been set at 1 million snapshots. If this limit is surpassed, the export request will be rejected, and error messages will be displayed on the user interface (UI) to prompt the end user to refine their search criteria.

3.3.562, 04 Jan 2024

EA-27999| ENHANCED

Tier 2 CSV export has been enhanced to generate uncompressed zip files for multi-chunk exports specifically when the total file size exceeds 1 GB, ensuring accurate file size representation for larger exports.

3.3.557, 12 Dec 2023

EA-27893| ENHANCED

The keyword search functionality has been enabled for the following search options:

Users can now refine their search results using the Search for Keywords field across both Tier 1 and Tier 2 data.

3.3.556, 11 Dec 2023

EA-25674| ADDED The keyword search functionality has been enabled for Tier 1 search. Users can now utilize Search for Keywords field to refine their search results within Tier 1 data.

3.3.554, 08 Dec 2023

EA-27597| ENHANCED

The Enterprise Archive search feature has been improved to include Refined Search for Tier 2 search. You can now filter your Tier 2 search results based on categories such as networks, communication channels, and more using the Refine Results tab under the Search panel.

EA-24275| ADDED A feature flag is introduced to include Download All option for downloading Tier-1 documents that are exported successfully.

When you click the Download All button, the files download in pairs, with two files being downloaded simultaneously. As one download completes, the system automatically triggers the next download until all files are downloaded successfully.

You can easily track the download progress in the same window, which displays real-time updates and the completion percentage for each file. Contact Smarsh support to enable this feature.

Note

Once a Download All operation is initiated, it is important to note that triggering another Download All is not possible until all the files of the first export are completed. Users will receive a pop-up notification to inform them of this limitation.

3.3.544, 24 Nov 2023

EA-25247| FIXED

Issue: A manually created User was not able to login via SSO.

Cause: When a user is created, a default password is generated and must be changed on first login. However, if a user attempts to log in via SSO, they are presented with the login page instead of the home page. When a user is imported as a participant, their password is automatically cleared.

Resolution: The code was modified to set a cookie to identify the login method, or set the password expiration as false when logging in using SSO.

3.3.540, 20 Nov 2023

EA-27141| FIXED

Issue: When the export name contains a space character (' '), the space is automatically encoded as '%20%' in the downloaded file.

Cause: The previous implementation did not handle spaces in export names correctly.

Resolution: The code has been modified to handle spaces in the export name correctly. Spaces are no longer replaced with "%20%" when downloading exported files.

3.3.536, 16 Nov 2023

EA-19455| DEPRECATED

The Enable Participant Enrichment for Historical Data option has been deprecated from the Administration > Configure- Options page.

3.3.534, 13 Nov 2023

EA-22825| ADDED

Enterprise Archive supports archival of communications containing plus address recipients. This feature improves usability by making it easier for eDiscovery and Conduct users to review communications containing plus address recipients. Refer to Microsoft documentation Plus Addressing in Exchange Online | Microsoft Learn for more details.

EA-26247| ENHANCED

The following enhancements have been made to the Enterprise Archive email export with duplicate content:

This aligns with the behavior for ZIP/MSG or PST/MSG exports, ensuring a more organized export. Regular attachments will remain separate from the Email Body.

3.3.532, 08 Nov 2023

EA-27081| FIXED

Issue: When the screen resolution is low, the last three fields in the participant search filter for ISS-enabled users were misaligned.

Cause: The participant search component did not properly adjust the alignment of all fields for ISS-enabled users when the screen resolution was reduced.

Resolution: The alignment of the participant search filter has been corrected for all fields, including the last three fields, for ISS-enabled users when the screen resolution is reduced.

3.3.527, 31 Oct 2023

EA-26347 | ENHANCED

The participant search UI is updated for ISSV2 API-enabled users. The following changes apply:

3.3.519, 18 Oct 2023

EA-25653| FIXED

Issue: Tier 2 exports failed when the subject was too long.

Cause: The export process could not handle subjects exceeding 200 characters.

Resolution: Subject names that exceed the limit are now shortened and appended with a unique identifier during the export process to resolve this.

3.3.514, 11 Oct 2023

CONDUCT-2157 |

The data tables on the UI have been updated to provide several features to improve user experience, including:

The functionality of this feature is specific to each table.

3.3.497, 14 Sep 2023

EA-26083 | ADDED

The following changes are made in Export's XSD files:

3.3.486, 31 Aug 2023

EA-26039| FIXED

Issue: On initiating the Tier-1 search export, the Tier-2 search data export was initiated simultaneously. The issue was only observed when using the Export All feature.

Cause: This issue was identified as a legacy issue.

Resolution: The code has been updated to not initiate a Tier-2 export when exporting only Tier-1 data.

3.3.477, 10 Aug 2023

EA-25351| ADDED

Tier-2 search has been improved to sort the search results based on Sent time, Network, and Channel.

This functionality can be accessed within the Archive Management, Case Management, and Case Review search alternatives.

SINC-11053| ENHANCED Issue: Chinese characters in the filenames of EML attachments were inaccurately displayed during EML exports.

Cause: This issue was identified as a legacy issue.

Resolution: The attachment name is encoded using MIME to a UTF-8 base64 string.

3.3.473, 02 Aug 2023

CONDUCT-2976| ADDED

The Add Restriction Policy feature is available for the following Conduct APIs:

To add the API Restriction policies while registering a new API client or updating an existing client, navigate to the Authorization section under the Administration > Configure - API Clients page.

3.3.467, 31 Jul 2023

CONDUCT-2876| ENHANCED

The Queue Config Edit page under Conduct > Configuration > Queue has been updated to limit the ability to edit the Retention Period exclusively to roles with specific granular permission. A queue creator can only change the queue retention period from the default value during queue creation. After that, only the admin with the "Edit Queue Retention Period" permission can modify it for queues with edit access. Other users can see the retention value but cannot edit it.

Smarsh recommends that only a select few users are given the role of editing the queue retention period. This permission can be enabled through the Administration > Roles configuration page. To ensure uninterrupted business operations for existing customers, all queue administrators with "Queue Edit All" permission have been granted the role. However, it is important to disable this permission when it is not required