Add data to a review set from another review set

Note

Microsoft 365 compliance is now called Microsoft Purview and the solutions within the compliance area have been rebranded. For more information about Microsoft Purview, see the blog announcement and the What is Microsoft Purview? article.

In some cases, it may be necessary to select documents from one review set and work with them individually in another review set. This is especially useful if you've culled content in a review set and want to run analytics on the subset of data.

Follow the workflow in this article to add content from one review set to another.

Create a review set

Before you start, you'll need to create a review set to add the data to. A new review set can be added on the Review sets tab of the case. For more information, see Create a review set.

Step 1: Identify content to add to another review set

You can add content from one review set to another one by selecting specific documents in the source review set or by selecting all items returned by review set query. If you're adding selected items, select the items, select Action, and then select Add to another review set.

Add to another review set in the Action menu.

Step 2: Specify options for adding to another review set

In the Add to another review set options flyout page, choose the review set you want to add the items to. Choose whether to add All search results or Selected items. Additional information provides options to include all metadata from the items and whether to include the tags (by selecting the Labels check box) from the source review set when the documents are added to the new review set.

Options for adding data to another review set.

After you click Ok, a new job (named Adding data to another review set) is created to add the content to another review set. You can go to the Jobs tab and monitor the progress of this job. For more information, see Manage jobs.