Manage review sets in Advanced eDiscovery

Review sets are a static set of documents where you can analyze, query, view, tag, and export data in a case. For more information about performing these tasks, see:

Create a review set

Review sets can be created on the Review sets tab by clicking + Add review set.

Add review set

On the Add review set flyout page, type a name for the review set and then click Save. The new review set is displayed in the list on the Review sets tab.

New review set listed on Review set tab

There are three different ways to add data to a review set in an Advanced eDiscovery case.

Three ways to add to a review sets

  1. Add search results to a review set

  2. Load non-Microsoft 365 data into a review set

  3. Add data to a review set from another review set