Enterprise Vault Discovery.cloud User Guide
- About Enterprise Vault Discovery.cloud
- Getting started with Discovery.cloud
- Discovery.cloud roles
- Matter management
- Reviewing and working with emails in eDiscovery
- Email export
- Collaborative reports
- Discovery.cloud alerts
- Email Continuity
- Methods for searching matters and accounts
- Boolean operator searches
- Methods for searching tables and reports
- Discovery.cloud Frequently Asked Questions
- Best practices, limitations, and known issues
- Discovery.cloud updates in previous releases
About matters in eDiscovery
In Discovery.cloud the Discovery Administrator creates a matter as a container in which to associate the related emails and attachments for a subject on which they want to perform a traceable examination.
Matters are created and managed in the E-Discovery tab. When creating a matter, the Discovery Administrator selects the user accounts (custodians) that the eDiscovery is to include. Within the matter the Discovery Administrator can create and save the searches that find the custodian emails and attachments that may be pertinent to the matter. The searches and review actions within a matter are traceable.
Matters can never be deleted from Discovery.cloud. When a matter is completed you can hide it from the matters list, but you cannot remove it.
Typically a matter is set to place on legal hold all the emails that are associated with it. The legal hold ensures that the emails are retained in Enterprise Vault.cloud, regardless of the company's email retention policies. An email remains on legal hold until the reviewer or administrator removes the legal hold. Normally, the legal hold is removed for an email when a reviewer determines that it is not of interest to the case. Legal hold can also be applied to the results of individual searches.
When you save a search of a matter you can choose to save it as an Assigned Search, at which point you assign the search results to the matter's reviewers for analysis. Multiple reviewers can interact and collaborate on the reviewing of the search results. In this way the workload of the review can be distributed to expedite the eDiscovery process. Once a search is saved as an Assigned Search it cannot be modified.
While administrators can view all matters in Discovery.cloud, reviewers can only view the matters to which they are assigned.