Unable to export eDiscovery Review Set Results

Question

We've created Sensitive Data search results using built in types and generated the results into Review Sets. A user is trying to select and export the items, using MS Edge, but the Export command and Download commands are missing. We've assigned various roles to the user including Compliance Administrator and added them to the case. Any idea what we're missing to enable these commands?

Answer 1

@Milan Gross

Thanks for reaching out to Microsoft Q&A.

Steps to troubleshoot the missing Export and Download commands in Microsoft Purview:

Check Permissions: Ensure the user has the necessary eDiscovery permissions. They should be assigned roles like eDiscovery Manager or eDiscovery Administrator

Browser Compatibility: While Microsoft Edge is generally supported, try using a different browser like Google Chrome to see if the issue persists.

Review Set Configuration: Make sure the review set is properly configured. Navigate to the Microsoft Purview portal, select the eDiscovery solution card, and then select Cases. Open the relevant case and review set, and ensure items are selected for export

Export Process: Follow these steps to export:

• Go to the Microsoft Purview portal and sign in.
• Select the eDiscovery solution card and then Cases.
• Open the case and select the Review sets tab.
• Open the review set and select the items to export.
• Click on Action > Export on the command bar.

Role Assignment: Double-check that the user is added to the case and assigned the correct roles. Sometimes, reassigning roles can resolve permission issues.

I hope the above steps will resolve the issue, please do let us know if issue persists. Thank you