Moving items to production sets
You can move emails, collaboration messages, and files to the unlocked production sets only, and not to the locked production sets. You need to unlock the production sets before moving these items to the locked production sets.
To move items to production sets
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On the eDiscoverytab, clickCases.
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Search for and select the case in which you want to search items.
The selected *Case_Name*node appears belowCases.
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Click New Searchto create a new search. To select existing saved searches, expandResearch SetsorReview Sets and select a required search.
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Perform advanced search or query search to get the expected items. See Performing Advanced Search and Query Search.
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To move all the emails, collaboration messages, and files from the result, click Move to Production Set.
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To move emails only, on the Emailstab, select the emails you want to include in the production set. ClickProduction Set , and do any of the following as required:
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Click Move all emails to include all the emails available in the search.
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Click Move current page to include all the emails displayed on the selected page.
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Click Move selected emails to include all the selected emails from the search.
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To move collaboration messages only, on the Collaboration tab, select the messages you want to include in the production set.
Click Production Set , and do any of the following:
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Click Move all messages to include all the collaboration messages available in the search.
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Click Move selected messages to include all the selected collaboration messages from the search.
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To move files only, on the Files tab, select the files you want to include in the production set.
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Click Move all files to include all the files available in the search.
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Click Move selected files to include all the selected files from the search.
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In the Production Set dialog box, do the following:
New Production Set Select this option if you want to move the selected emails in a new production set. This option is selected by default. In the Production Set Name field, enter a unique name for this production set. In the Description field, enter a brief description of the production set. Existing Production Set In the Production Set Name drop-down list, you can view only the unlocked production sets. You can not move emails to the locked production set. In the Production Set Name drop-down list, select a set to which you want to move (add) the selected emails. The description of the selected production set appears for your reference. -
Click Submit.
If you have created a new production set, the application displays the Production set created successfully message. This newly created production set gets listed under eDiscoverytab >Cases> Case_Name >Production Set.
If you have moved the items to an existing production set, the application displays the Production set updated successfully message.
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