This guide outlines the process of setting up and using the Case Review Application.
- Administrators tasked with gathering messages to review as part of an eDiscovey case.
- Users tasked with using the Case Review application to identify messages relevant to the case.
Messages are gathered by way of a review stream. This forms part of an eDiscovery Case, and it managed by the following tasks:
|Configuring a Review Stream||Describes how to setup and configure a review stream as part of an existing eDiscovery case.|
|Discovery Cases: Viewing Review Streams||Describes how to display a list of the review streams, and get supplementary information about what users can do with them.|
|Accessing a Review Stream's Smart Tags||Describes how to access the smart tags created by the export of a review stream in a discovery case.|
|Closing a Review Stream||Describes how to close a review stream once all messages have been reviewed. This permanently closes the stream, removing all data. As a result, you should only close a review stream when the data is no longer required.|
Case Review Application Tasks
The pages listed below cover all tasks and aspects of the case review application.
|The Case Review Application||Provides an overview of the case review application. It includes a video of how the application allows you securely compartmentalize your data, where a discovery case, litigation hold, compliance, or other investigation is started.|
|Logging In||Describes the methods users can use to access the case review application, in order to review messages captured by a discovery case.|
|User Interface||Provides an overview of the case review application user interface, it's functions, and how they can be used.|
|Case Review App: Using the Hierarchy||Describes how to use the application's hierarchy to navigate around the review streams and their messages.|
|Searching / Filtering Messages||Describes how to search for messages by a time frame or attachments, or filter messages by their status or tags.|
|Reviewing Messages||Describes how messages included in a discovery case can be reviewed, have their status changed, and have comments added to a message at the same time as changing it's status.|
|Forwarding / Printing Messages||Describes how to forward or print messages from the case review application. This requires the review stream to be configured by an administrator to allow this.|
|Adding / Removing Message Tags||Describes how to add and remove tags to or from messages that form part of a review stream.|
|Adding Comments to a Message||Describes how to add short comments (up to 200 characters) to a message.|
|Viewing a Message in HTML / Plain Text||Describes how a message containing HTML elements (e.g. forms, frames) can be viewed in plain text mode inside the case review application.|
|Viewing a Message's Audit History||Describes how to look at a message's audit trail inside the case review application, to identify the actions taken on it.|
|Viewing a Message in a Separate Tab||Describes how to view a message in it's own tab inside the case review application.|