Saving a search of a case

Last published : Apr 17, 2026
If you have the required permissions you can save a search of a case. A search of a case can be saved as a Research Set or a Review Set:
  • A Research Set is not assigned to reviewers. Emails continue to be added to Research Sets until a reviewer is assigned.
  • A Review Set is assigned to the reviewers of the case. You can allocate a percentage of the search results to each reviewer.
  • Additionally, you can select No Allocation in case you want to Assign 0% to all reviewers. In this case, emails are not assigned to any single reviewer. Any reviewer can again review and tag the emails that are reviewed and tagged before. The review tag can be changed any another reviewer.
To save a search of a case
  1. Perform a new search on the case.
See Performing a new search of a case.
  1. Click Create Research Set.
  2. Complete the information in the Create Research Set dialog. The following table describes the options.
    Enter Saved Search Name Enter a name for the saved search.
    Legal hold Select to place all email in the saved search on legal hold. Emails on legal hold are not deleted from the archive.
    Assign Create Review Set Select this check box to assign the search results to the reviewers of the case.
    The Create Research Set dialog displays a list of reviewers of the case. Select one of the following options to assign emails to reviewers.
    - No assignment : No specific percentage of emails are assigned to any single reviewer. Emails that are reviewed and tagged by any of the reviewers can be edited and tagged by other reviewers.
    - Custom assignment : You can decide specific percentage of emails to reviewers. The total allocation percentage must be 100 percent. If the case has only one reviewer, Advanced eDiscovery automatically assigns all emails to the reviewer.
    - Assign equally to all reviewers : The application equally distributes percentage of emails among reviewers.
    - Allow shared reviews : Select this check box to allow reviewers to access and review emails assigned to other reviewers. If you have selected the Custom Assignment or the Assign equally to all Reviewers option, you can clear this check box to restrict reviewers to access and review emails assigned to other reviewers. If you have selected the No Assignment option, this check box is selected by default. You cannot clear it.
    Note: If you do not selectCreate Review Set, the search is saved as a Research Set. Emails continue to be added to a Research Set until it is assigned to the reviewers and so becomes an Assigned Search.
  3. Click Save to save the search.
The search is saved within the Saved Searches node as follows:
  • If you selected the Assign Save Search check box, the search is saved under the Review Sets node.
  • Otherwise the search is saved under the Research Sets node.
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