Arctera™ Insight eDiscovery Help

To save a search of a case

1. Perform a new search on the case.

   See Performing searches within cases.

2. Click Save Search.
3. In the Save Search dialog box, provide the following information:

   Enter Saved Search Name	Enter a name for the saved search.
   Legal hold	Select to place all items in the saved search on legal hold. Items that are on legal hold cannot be deleted from the archive.
   Assign Create Review Set	Select this check box to assign the search results to the reviewers of the case. The Create Research Set dialog displays a list of reviewers of the case. Select one of the following options to assign items to reviewers. No assignment: No specific percentage of items are assigned to any single reviewer. Items 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 items to reviewers. The total allocation percentage must be 100 percent. If the case has only one reviewer, Insight eDiscovery automatically assigns all items to the reviewer. Assign equally to all reviewers: The application equally distributes percentage of items among reviewers. Allow shared reviews: Select this check box to allow reviewers to access and review items 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 items assigned to other reviewers. If you have selected the No Assignment option, this check box is selected by default. You cannot clear it. Note: If you do not select Create Review Set, the search is saved as a Research Set. Items continue to be added to a Research Set until it is assigned to the reviewers and so becomes an Assigned Search.

4. Click Save to save the search.

   • If you selected the Create Review Set check box, the search is saved under the Review Sets node.

   • Otherwise the search is saved under the Research Sets node.