Case workflow summary: reviewer

Last published : Apr 17, 2026
The Discovery Administrator configures a reviewer's permissions within each case. The roles and permissions that can be granted to reviewers in Enterprise Vault.cloud and Advanced eDiscovery are very flexible. The reviewer process that is described in this documentation is for a typical company setup. Your company may give more permissions to a reviewer if required.
The Discovery Administrator typically saves one or more searches based on the criteria of interest for the case, and assigns the results to one or more reviewers for analysis. As a reviewer, when you open a case in Advanced eDiscovery you see the list of emails that are assigned to you for that case.
Table: Process for a reviewer working on a case describes the process to review content in the emails that result from an eDiscovery search within a case.

Table: Process for a reviewer working on a case

Phase Action Description
Phase 1 In E-Discovery > Cases , open a case. See Viewing the details of a case .
Note: You see only the cases that are assigned to you.
Phase 2 View the emails that are assigned to you. Review your assigned emails under the Review Set node. Work through the emails and attachments one by one to assess the content of interest. Your Discovery Administrator can inform you of the details to look out for.
You can view emails in the following scenarios:
- When the emails are directly assigned to you.
- When you are one of the assigned reviewers, and the Allow Shared Reviews check box is selected while creating a Review Set.
Phase 3 Review each email for any content that is pertinent to the case. You can work with each email in the following ways as required\:
- Apply a review status tag: By default, all emails have the Not reviewed status applied. As you process each email, apply the appropriate review status. See Applying a case review status tag to emails .
- Apply a tag: Add your own tags to emails to help organize your work, if required, or apply a managed tag. See Applying tags to emails .
- Add a note: Add a note to an email if required. See Adding case notes to emails .
- Manage legal holds: Typically, all emails for a case have legal hold applied. As you review the individual emails you can remove or retain the legal hold as appropriate.
- You can also perform other actions on the emails, as required. See Printing emails . See Restoring emails . See Forwarding emails .
Phase 4 Export emails. You can export emails in a variety of formats. For example, you can export contentious emails to an internal HR representative or to an external legal counsel.
You can export emails, view the status of mail exports, and resubmit failed exports.
See Exporting emails .
See Reviewing Export Status .