Viewing and modifying a saved search of a case

Last published : Apr 17, 2026
You can view the results of a saved search of a case. If the saved search is a Research Set, you can also change its name, create a new search with the same criteria.
Note: You cannot modify Assigned Searches.
To view or update a saved search of a case
  1. From the E-Discovery tab, select the Cases node to display the cases list in the main pane.
  2. Select the required case from the cases list. Under the Cases node a case_name node appears for the selected case.
  3. Under the Cases > case_name node, expand Saved Searches.
  4. Click the required saved search under the Research Sets node or the Review Sets node.
The search displays its results.
  1. To change the name of a Research Set or to clone it, click Update Saved Search in the menu bar.
    Note: You cannot modify Assigned Searches.
  2. Update the information in the Saved Search dialog as required. See the following table for more information:
    Enter Saved Search Name Provide a new name for the search.
Then select an option for modifying the search as follows:
Save as New Select to create a new Research Set with the new name.
The current search is unaffected.
Update Select to update the existing Research Set with the new name.
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