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Adding Items to a Review Set in Compliance Search

After performing a search in Compliance Search, you can move items in search results that you identify as relevant to a case to a review set for additional processing.

Before You Begin

Create a Review Set.

Procedure

  1. In Compliance Search, perform a search.
  2. From the search result window, select the items that you want to add to a review set.
  3. In the search results tool bar, click Add To > Review Set.

    The Add to Review Set dialog box appears.

  4. From the Review Set list, click the review set that you want to use.
  5. In the Selection Range, click:
    • Selected - To add the selected files/emails in the current page to the  Review Set.
    • This Page - To add all the files/emails in the current page to the  Review Set.
    • All - To add all the files/emails in the search result to the  Review Set.
  6. Click OK.

Last modified: 9/6/2018 8:52:38 PM