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Enterprise Vault™ eDiscovery Reviewer's Guide

Last Published: 2025-09-11

Product(s): Enterprise Vault (15.2)

Finding your way around the eDiscovery client

In the eDiscovery client, the roles to which you have been assigned determine the features that you can access. Table: Primary tabs in the eDiscovery client describes the features that users with the most permissive roles can access. eDiscovery administrators can assign multiple different roles to users and change the permissions that are associated with the roles.

Table: Primary tabs in the eDiscovery client

Icon	Tab	Description
	Home	This tab provides a headline view of the status of the activities that you perform in eDiscovery. It also gives you quick access to the activities that you are likely to perform frequently with eDiscovery.
	Review	This tab lets you view the items in the review set and assign marks and comments to them.
	Research	This tab lets you set up research folders where you can work privately on the items that interest you without generating additional work for other eDiscovery reviewers.
	Cases	This tab lets you open and manage cases. You can also enable analytics on your cases so that you can perform additional analyses of the metadata and content of the items that you have collected in them.
	Custodians	This tab lets you set up email targets, which you can include in the criteria of a eDiscovery search. A target is a shorthand way of specifying all the email addresses of an employee so that you do not need to enter them all when you set up a search. The tab also provides a link to the Insight eDiscovery Custodian Manager website, where you can specify the details of custodians and custodian groups for which you want to search with eDiscovery.
	Reports	This tab lets you generate reports on various aspects of eDiscovery, including the progress of reviewers and their roles and responsibilities.
	Monitor	This tab lets you monitor the status of all eDiscovery searches and pause or resubmit them as necessary.
	Application	This tab provides access to a range of commonly used administrative facilities. The options that are available when you click this tab may include the following: Roles. Set up and amend the roles that you can assign to users to manage their access to eDiscovery facilities. Role Assignment. Assign eDiscovery roles to users. Marks. Set up and edit the marks that reviewers can apply to each item to indicate whether it is relevant to the case. Tags. Define secondary sets of marks, called tags, which reviewers can apply to items in the review set. Archives. Customize the list of Enterprise Vault archives in which eDiscovery searches for items. You can also choose to hide selected vault stores from case administrators so that they cannot conduct searches of the archives in those vault stores.
	Configuration	This tab provides access to a range of configuration facilities that you are likely to use infrequently. The options that are available when you click this tab may include the following: Search schedules. Set up schedules with which you can run eDiscovery searches repeatedly, at scheduled times. Search Attributes. Specify the details of custom attributes that you can include in your search criteria. Import Configuration. Import configuration data into eDiscovery from an XML file. Account Information. Supply the details of multiple Windows domains from which you can choose when you add a new user to your eDiscovery system. Message Types. Set up custom message types to search, filter and export items on. Settings. Set hundreds of configuration options with which you can customize the appearance and performance of eDiscovery.