Case workflow summary: Discovery Administrator

Last published : Apr 17, 2026
Table: Process for a Discovery Administrator to set up a new case shows the steps that are required for a Discovery Administrator to create and manage a case.
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Table: Process for a Discovery Administrator to set up a new case

Phase Action Description
Phase 1 Prepare the reviewers, labels, and review status tags for the cases. - Prepare the reviewers. The System Administrator can assign Enterprise Vault.cloud accounts to the Reviewer and Administrator roles as required. See About account roles and Advanced eDiscovery . Note: Take care in selecting users for theReviewerrole, since reviewers can see other employees' emails. Review the current list of reviewers and the cases to which they are assigned from the E-Discovery > Administration > Reviewers node.
- Prepare the labels. You can use the default labels or create customized labels to suit your company's processes and requirements. Labels are applied to emails typically to mark them as exempt from the review process. The default labels are: Spam , Privileged , and Personal . You can manage the labels from the Investigation > Labels node. See Creating a label .
- Prepare the review status tags. You can create review status tags and choose which are available when creating new cases. See Customizing the case review status tags .
Phase 2 In E-Discovery > Cases , add a new case. The steps to add a new case are\:
- Provide a name, description, and expiry date.
- Apply legal hold for the case, if required.
- Select the user accounts (custodians) on which to perform the eDiscovery.
- Select one of more reviewers for the case.
- Select the review status tags to use with the case.
See Creating a case .
Phase 3 Create a search. Use a search to find the data of interest. Run the search to check the results. The results of assigned searches determine the emails that the reviewers process. Typically, the reviewers do not see any other emails than these.
See Performing a new search of a case .
Phase 4 Apply labels and tags to the search. Apply labels, tags, and notes to emails as required.
See Applying tags to emails .
See Adding case notes to emails .
Phase 5 Save the search and assign it to a reviewer. Assign the required searches to the reviewers for analysis. You can divide the search results between multiple reviewers.
Apply a search-level legal hold, if required.
See Saving a search of a case .
See Assigning Research Sets to reviewers .
See Applying a search-level legal hold .