Adding notes to emails

Last published : Apr 17, 2026
Reviewers can add notes to emails that are visible to other reviewers of that case. Notes are case-specific, therefore, a note that is applied to an email in one case does not appear for the same email in a different case. Notes can be provided to emails that are from the Review Sets only. You cannot provide notes to the emails that are from the Research Set.
To add a note to an email
  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. Click the case_name>Review Sets.
  2. Select the required search under the Review Sets node.
  3. On the Emails tab, select the email to view its details in the preview pane.
  4. Click the More optionsicon and selectNotes.
  5. In the Add Notes dialog box, specify the note about this message.
  6. Click Add to save the note.
    Note: Different reviewers can add and save their notes for the same email. The application displays all the notes applied to the email that can be used for a collaborative reviews.
Related information