Sending collected data to cases

Last published : Apr 17, 2026
To send collected data to cases
  1. On the Investigationstab, selectTargeted Collection.
  2. Search for and select the collection name with the Task Completed status.
  3. Expand the Collection Name to view the collection details.
  4. Click Send to Case link from the same row.
  5. In the Send to Cases dialog box, specify the following:
    Send to existing case Although this field is optional, the check box is selected by default.
    - If you want to send a search result to cases, select this check box and choose one or more cases from the list of available cases. Navigate to the next and previous pages to access the available cases.
    - If you do not want to send a search result to cases, clear this check box. Upon clearing this check box, the application displays a confirmation prompt that you have not selected any case to send the collected items. Do the following as required: Click No to assign a case and complete the setup. Click Yes to proceed without selecting a case. This allows you to archive the items first and send them to the required cases later.
    Collection set name Enter the collection set name.
    When you select a case in the eDiscovery tab, the node of this name is displayed under the Case Documents node.
    Note: After sending a collection set to the selected case, it is recommended to wait for some time for indexing items of this collection set under theCase Documentsnode. until the indexing is not complete, you may view the partial results. Once the indexing is complete, all the items will be available.
  6. Click Confirm.
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