Add items from a review set to another review set in eDiscovery (preview)
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.
Tip
Get started with Microsoft Security Copilot to explore new ways to work smarter and faster using the power of AI. Learn more about Microsoft Security Copilot in Microsoft Purview.
Create a review set
Before you start, you 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.
Step 2: Specify options for adding to another review set
In the Add to another review set flyout page, complete the following:
Select the review set you want to add the items to.
Choose from the following content options:
- Selected documents only
- All filtered documents
- All documents in the review set
In the Additional information section, select options to include all metadata (by selecting the Metadata check box) from the items and whether to include the tags (by selecting the Tags check box) from the source review set when the documents are added to the new review set.
After you select OK, a new process (named Adding data to another review set) is created to add the content to another review set. You can go to the Process manager in the new review set to monitor the progress of this process.