Modify a Relationships List

To modify or delete a Relationships list:

  1. Get started:

    1. Start Ipro ADDAutomated Digital Discovery and log in as an administrator.

    2. Click ECA & Review on the ADD home page or from the main menu.

    3. From the Review home page, click the desired case card. The review passes load in the funnel graph.
    4. Click to access the Case View.
    5. In the Case View pane, click and then click the Relationships tab.

  2. To re-order relationships list in the left side panel, drag each relationship to be moved to its desired location in the relationships list. (Note: If you wish to sort the relationships list, click to display the sort menu and choose an option.)
  3. Select the pre-defined relationship from the left side panel.

  4. To delete the selected relationships, click , then click Yes in response to the confirmation message.

  5. To revise the relationship definition, click  and make needed changes. Refer to Create a Relationship List for details on the relationship configuration.

  6. When finished, click Save.

  7. Notify users of the changes that have been made.