Editing cases

Last published : Apr 17, 2026
Administrators and reviewers with the appropriate permissions can edit the cases to which they are assigned, and for which they have been granted edit permission.
To edit a case
  1. From the eDiscoverytab, select theCases node to display the cases list in the main pane.
  2. Select the required case from the cases list.
Under the Casesnode in the left pane a***case_name*** node appears for the selected case.
  1. In the left navigation pane, click the case_name node to display the case details pane.
  2. Edit the case details as required. Review the following table for more information.
    Note: If you do not have edit permissions, the settings are not changeable.
    Case Status You can edit the case-level legal hold status.
    You can also set the Case Status to Inactive or Completed . Setting the status to Inactive disables all functionality for working with the case.
    Case Details You can edit the case name, description, case filing date, case expiration date, case type, department, matter number, docket number, and notes. You can add additional staff members to the case.
    Custodians for Case You can add or remove the custodian archives to monitor for the case.
    Reviewers for Case You can add or remove reviewers or edit reviewer permissions for the case.
    Reassign Items You can reassign items from one reviewer to another reviewer.
    Customizations You can change the Review Status available for the case.
    Redaction Reasons You can change the redaction reasons available for the reviewers of the case.
    Note: ClickRefreshto update the number of items that are included in the selected case and the number of items on legal hold.
  3. Click Save after you finish editing the case details.
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