Discovery Cases: Accessing a Review Stream's Smart Tags

Document created by user.oxriBaJeN4 Employee on Feb 27, 2017Last modified by user.oxriBaJeN4 Employee on May 24, 2017
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This guides covers how to access the smart tags created by the export of a review stream in a discovery case. 

 

Applies To...

 

  • Administrators wanting to access smart tags after a review stream has been exported.

 

Walkthrough

 

When a review has been completed, the reviewer can choose to export the results. The results are exported to smart tags, from where you can use the data to include in:

  • Other discovery cases
  • Archive searches
  • Export or litigation holds

 

When messages are exported, they are tagged with the following message statuses at the time of export:

  • Relevant
  • Not Relevant
  • Privileged

 

To access a review stream's smart tags:

  1. Log in to the Administration Console.
  2. Click on the Administration toolbar button. A menu drop down is displayed.
  3. Click on the Archive | Discovery Cases menu item.
  4. Select the Folder in the hierarchy containing the discovery case. A list of discovery cases is displayed.

  5. Select the required Discovery Case. The case's properties are displayed.
  6. Click on the Review Stream Smart Tags toolbar button. The smart tags are displayed.

 

The smart tags are arranged in a hierarchy by discovery case, and then review stream. Under each review is a date and time stamped export folder. These smart tags are only available from the discovery case list.

 

See Also...

 

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