Adding notes to collaborative messages

Last published : Jun 07, 2026
Reviewers can add notes to collaborative messages that are visible to other reviewers of that case. Notes are case-specific, therefore, a note that is applied to a collaborative messages in one case does not appear for the same collaborative messages in a different case. Notes can be provided to collaborative messages that are from the Review Sets only. You cannot provide notes to the collaborative messages that are from the Research Set.
To add a note to a collaborative message
  1. From the eDiscovery tab, select theCases node to display the cases list in the main pane.
  2. Select the required case from the cases list.
Under the Cases node in the left pane acase_name node appears for the selected case.
  1. Click the case_name>Review Sets.
  2. Select the required search under the Research Sets or the Review Sets node.
  3. On the Collaboration tab, select the collaboration message to view its content in the message preview pane.
  4. Click the More options icon and selectNotes.
  5. In the Add Notes dialog box, specify the note about this message.
  6. Click Add to save the note.
    Note: Different reviewers can add and save their notes for the same message. The application displays all the notes applied to the message that can be used for a collaborative reviews.
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