Viewing case details

Last published : Apr 17, 2026
To view the details of a case
  1. On the eDiscoverytab, select theCases node to display a list of cases.
If you are a reviewer, Insight eDiscovery lists only those cases to which you have been assigned.
  1. If you have the required permissions the Hide Completed check box is available above the case list. To list only the active cases, select the check box.
  2. To view the details of a case, select a case from the Case List. A summary of the reviewers and custodians for the case appears below the list.
Under the Casesnode in the left pane a***case_name*** node appears for the selected case. This node contains a number of sub-nodes that provide details of the case as follows. The available options depend on your permissions:
  • case_name: Click this node to display theEdit Case pane. If you have the required permissions you can edit the details of the case in this pane.
See Editing cases.
  • Summary : Click this node to view a Case Information Summary table.
  • Case Documents : Click this node to view Collection Sets and Archive Sets created for the corresponding case. You can easily differentiate these sets as the icons are different for them.
    • Collection Set: When you collect the items from Targeted Collectors, the document set is called anCollection Set.
    • Archive Set: When you collect the items from Archives, the document set is called anArchive Set.
    • All Documents : When you want to see documents from collection sets and archive sets of a case, click this node.
  • New Search : From this node you can perform new searches. or run any saved searches that are related to the case.
See Performing searches within cases.
  • Research Set : A Research Set is a collection of searches saved in a particular case. These searches are not assigned to reviewers. Emails continue to be added to Research Sets until a reviewer is assigned. Click this node to view the case-specific searches saved for preliminary research.
  • Review Set : A Review Set is collection of searches saved for a particular case. Searches are assigned to the reviewers of the case. You can allocate a percentage of the search results to each reviewer. Click this node to view the case-specific searches saved for review.
  • Tags : Click this node to view all of the tag assignments for the case.
  • Production Sets : Click this node to view all the production sets created within a case.
  • Exports : Click this node to view the exports-specific details of the selected case.
  • Case History : Click this node to view a table of actions that were performed on this case.
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