Enterprise Vault.cloud™ Advanced eDiscovery User Guide
- About Enterprise Vault Advanced eDiscovery
- Getting started with Advanced eDiscovery
- Advanced eDiscovery roles
- Investigations
- About Investigations
- About the Managed Accounts node
- Creating a label
- Performing a new search of accounts (Investigations tab)
- Saving a search of accounts (Investigations tab)
- Viewing or modifying a saved search (Investigations tab)
- Generating and exporting printable reports for searches (Investigations tab)
- Deleting saved searches (Investigations tab)
- Working with emails in the Investigations tab
- Hiding and unhiding emails
- Deleting emails permanently
- About the Mail Reassignment node
- Reassigning emails
- Viewing email reassignment status
- Canceling the email reassignment activity
- Generating a Mail Reassignment status report
- Sending notifications to the mail reassignment batch initiator
- About Collaboration
- Searching Collaboration messages during investigation
- Applying tags to Collaboration messages during investigation
- Case management
- About Targeted Collections
- Configuring Targeted Collection for Microsoft Teams
- About cases in the E-Discovery tab
- Case workflow summary: Discovery Administrator
- Customizing the case review status tags
- Creating a case
- Viewing the details of a case
- Editing a case
- Performing a new search of a case
- Saving a search of a case
- Viewing and modifying a saved search of a case
- Applying a search-level legal hold
- Assigning Research Sets to reviewers
- Generating printable reports for searches
- Searching and tagging Collaboration messages in E-Discovery
- Reviewing and working with emails in eDiscovery
- Email export
- Collaborative reports
- Advanced eDiscovery alerts
- Email Continuity
- Methods for searching cases and accounts
- Methods for searching tables and reports
- Advanced eDiscovery Frequently Asked Questions
- Best practices, limitations, and known issues
- Advanced eDiscovery updates in previous releases
Assigning Research Sets to reviewers
Administrators or reviewers with the appropriate permissions can assign the results of a Research Set for a case to various reviewers to expedite the eDiscovery process.
Advanced eDiscovery treats Research Sets as on-going searches. Emails continue to be added to Research Sets until they are assigned to the reviewers.
Note:
Once a search has been assigned to reviewers, it cannot be edited.
To assign a Research Set to reviewers
- From the Research Sets node of a case, select a Saved Search.
- Click Create Review Set. The Assign Emails for Review dialog displays a list of the case's reviewers.
- Select one of the following options to assign emails to reviewers.
No assignment
No specific percentage of emails are assigned to any single reviewer. Emails that are reviewed and tagged by any of the reviewers can be edited and tagged by other reviewers.
Custom assignment
You can decide specific percentage of emails to reviewers.
The total allocation percentage must be 100 percent. If the case has only one reviewer, Advanced eDiscovery automatically assigns all emails to the reviewer.
Assign equally to all reviewers
The application equally distributes percentage of emails among reviewers.
Allow shared reviews
Select this check box to allow reviewers to access and review emails assigned to other reviewers.
If you have selected the Custom Assignment or the Assign equally to all Reviewers option, you can clear this check box to restrict reviewers to access and review emails assigned to other reviewers.
If you have selected the No Assignment option, this check box is selected by default. You cannot clear it.
- Click Save.
Advanced eDiscovery automatically moves the search to the Review Sets node.