Veritas Alta™ eDiscovery User Guide

To move case documents to production sets

1. On the eDiscovery tab, click Cases.
2. Search for and select the case in which you want to search emails.

   The selected Case_Name node appears below Cases.

3. Click Case Documents and select a set of documents from which you want to move items to document set.

   The available emails, collaboration messages, and files are displayed.

4. To further filter the items from the case document set, use the Advanced Search or the Query Search tabs.

   If you are performing the Advanced Search in Case Documents node, a new filter attribute - Custodians - is available along with other attributes under the Filter facet. This filter attribute is available only for the Case Documents node as shown in the sample image below.

   

   Note:

   The Custodians filter attribute is not available in the Advanced Search tab of any other node.

   When you expand the Custodians attribute, the application displays a top few custodians and a Show more option. Click Show more to open the Select Custodians dialog box.

5. Set the filter criteria to further refine your items search, and click Search.

   The filtered emails, collaboration messages, and files are displayed.

6. To move all the emails, collaboration messages, and files from the result, click Move to Production Set.
7. To move emails only, on the Emails tab, select the emails you want to include in the production set. Click Production Set, and do any of the following:

   • Click Move all emails to include all the emails available in the search.

   • Click Move current page to include all the emails displayed on the selected page.

   • Click Move selected emails to include all the selected emails from the search.

8. To move collaboration messages, on the Collaboration tab, select the emails you want to include in the production set. Click Production Set, and do any of the following:

   • Click Move all messages to include all the collaboration messages available in the search.

   • Click Move selected messages to include all the selected collaboration messages from the search.

9. To move files, on the Files tab, select the files you want to include in the production set. Click Production Set, and do any of the following:

   • Click Move all files to include all the files available in the search.

   • Click Move selected files to include all the selected files from the search.

10. In the Production Set dialog box, specify 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.

11. 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 eDiscovery tab > 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.