Case Review App: Exporting a Review Stream's Messages to Smart Tags

Document created by user.oxriBaJeN4 Employee on May 30, 2017Last modified by user.oxriBaJeN4 Employee on Feb 12, 2018
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This guide describes how to export the results of a review stream as smart tags. 

 

Applies To...

 

  • Users assigned to review messages captured as part of a discovery case.

 

Walkthrough

 

When a review is completed, the reviewer can export the results to smart tags. This allows the review stream's results to be included in other discovery cases, archive searches, or export / litigation holds. The smart tags assigned to messages mirror the statuses applied to the messages during the review case (e.g. "Relevant", "Not Relevant").

These smart tags aren't visible in the Smart Tags listing in the Administration Console, but can be selected as part of another eDiscovery case.

Exporting to Smart Tags

 

To export a review steam's messages to smart tags:

  1. Click on the Export button. A list of review streams is displayed.
  2. Click on the Review Stream required. A confirmation dialog is displayed.
  3. Click on the Export button in the confirmation dialog.

 

Export progress notificationThe export starts and a notification is displayed (see right). During the export the icon of the Message Review section of the review stream changes to a progress icon (see the image above). This goes back to the default icon once the export is complete.

 

See Also...

 

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