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
About cases in the E-Discovery tab
In Advanced eDiscovery, a Discovery Administrator creates a case as a container in which to associate the related emails and attachments for a subject on which they want to perform a traceable examination.
Cases are created and managed in the E-Discovery tab. When creating a case, the Discovery Administrator selects the user accounts (custodians) that the E-Discovery is to include. Within the case the Discovery Administrator can create and save the searches that find the custodian emails and attachments that may be pertinent to the case. The searches and review actions within a case are traceable.
Note:
Cases can never be deleted from Advanced eDiscovery. When a case is completed you can hide it from the cases list, but you cannot remove it.
Typically a case 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 case, you can choose to save it as a Review Set, at which point you assign the search results to the case's reviewers for analysis. Multiple reviewers can interact and collaborate to review the search results to distribute the review work and expedite the discovery process. Once a search is saved as a Review Set it cannot be modified.
Note:
While administrators can view all cases in Advanced eDiscovery, reviewers can only view the cases to which they are assigned.