Understanding document sets in cases

For cases, you can collect documents from Targeted Collectors and Archives (new searches, saved On-going/Standard searches, and saved research sets).

When you collect the items from targeted collections, the document set is called an Collection Set.When you collect the items from archives, the document set is called an Archive Set. You can create new Collection and Archive Sets while sending the search results from the Investigation tab to cases under the eDiscovery tab. These sets are saved and displayed in the eDiscovery tab. After you select the case, you can view such Collection and Archive Sets under Case Documents.

Use Advance Search to filter the result. The Query Search is not supported for case documents.

Case Documents support tagging, creating production sets, exporting, and exporting report. Tagging and exporting by custodians is not supported.