Case Overview Workspace

When you open a Case, the Case Overview workspace appears. It consists of three views: Locations, Filter (hidden by default), and Document. The Case Overview workspace is where you will do your work.

When you are managing hundreds of cases and need to share them with your team, provide a report of ongoing searches to your boss, and track legal holds, you can quickly export a list of cases to a Microsoft Excel spreadsheet in .csv format. This kind of list is very useful for managing the progress of searches.

• Open the Case Management Overview. If you are in a case, select Case Management from the Case Overview toolbar.

• Click the CSV icon.

• Choose to open or save the .csv file. Double-click the downloaded file to view its contents.

  

Properties

Parameter	Description
Case Overview toolbar	A toolbar for quick access to tools for creating new cases, saving, editing, and exporting cases, and displaying the Case Management dashboard—see Case Overview Toolbar.
Search tab	Lets you create new Search tabs, clone a Search tab, and close (delete) ones you no longer need—see Search Tab Menu.
Location view	Displays the data locations and custodians for which you can view the (archived) data—see Location View.
Filter view	Lets you narrow the data shown in the Document view based on a wide variety of parameters—see Filter View.
Document view	Displays all archived messages—see Document View.
Preview pane	Displays previews of selected documents or messages—see Previewing Documents.
Tags	Available tags for flagging documents—see Tagging and Commenting Documents.