Arctera™ Insight eDiscovery Help

To create an archive set during investigation

1. On the Investigations tab, select Managed Accounts. and do any of the following:

   • Select New Search to execute a search.

   • Expand On-going Searches or Standard Searches as required, and select the required saved search.

2. To send all the items of the search to a collection set, click Send to Case.

   To send specific items of the search to a collection set, search for and select them, and then click Send to Case.

3. In the Send to Case - Create Archive Set dialog box, specify the following:

   Cases	Search and select the case in which you want to create an archive set and documents accordingly.
   Archive Set name	To create a new Archive Set, select New and provide a unique name for the archive set you want to create. To send the items in the existing Archive Set, select Existing. The application displays a list of existing archive sets, then select the required archive set. Sending this search result from Investigations to a Case in eDiscovery ignores the custodian(s) selected in the Case setup.

   Note:

   The default limit for sending search results to an archive set is 250,000 items, including emails, collaboration messages, and files. This limit can be adjusted based on customer requirements, but customers cannot modify it themselves. They can contact Arctera™ Insight Support for assistance.

4. Click Save.