eDiscovery tab

Last published : Apr 17, 2026
The eDiscovery tab includes the case management feature. This feature allows multiple reviewers to interact and collaborate on litigation cases during the eDiscovery process. Once a case has been created, an eDiscovery Administrator or an assigned reviewer can use searches to find the emails relevant to the case. These searches can then be saved, and the resulting emails assigned to the various reviewers that have been nominated to work on the case. This distribution of the workload among the reviewers expedites the eDiscovery process.
During the review process, reviewers can place emails on legal hold, apply review status tags and labels, and apply custom tags. Reviewers can also add notes to emails that other reviewers who work on the case can view. Additionally, collaborative eDiscovery includes various reporting features, that allow reviewers to view audit trails for individual emails or the history of an entire case.
See About cases.
The following nodes are available from the eDiscovery tab, depending on your account permissions:
  • The Dashboard node lets you view and export cases summary reports.
  • The Reviewers node lets you view Mailbox and Case access detail of the reviewers. You can export the reviewers summary reports for later use.
  • The Review Status node lets you define the review status tags and define the active and default tags.
  • The Redaction Reasons node lets you add and delete the reasons that you can use during creating production sets.
  • The Cases node lets you manage cases that are assigned to you. After you select the case, the separate case-specific node appears below the Cases node to perform various operations.
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