In the Collect workspace, users or reviewers have to perform a search to view the documents. The documents do not populate automatically based on a configured case. Once the documents are available in the Collect workspace, users or reviewers can perform the required case actions.

Collecting a case allows you to collect and place conversations on legal hold. Conversations that are placed on hold are not deleted from the archive even when the applicable retention policies expire.

The conversations are displayed based on the permissions set under Role and Permissions.

• If Full Archive Access is set to Allow, case restrictions are not applied and all conversations are displayed. That is, t he Full Archive Access permission overrides the set Case Restriction.

• If Full Archive Access is set to Deny and Update Case Restrictions is set to Allow, the conversations are displayed based on the Case Restrictions and Custodian list defined while creating a case.

• If both Full Archive Access and Update Case Restrictions are set to Deny, the following error message is displayed while performing a search in the Collect workspace:
  Please define Custodians or Case Restrictions for the search to be allowed.

• If Full Archive Access is set to Deny, ensure that either Update Case Restrictions or View And Update All Cases is set to Allow to view conversations in the Collect workspace.

The actions that can be performed from the Collect workspace are:

To collect a case:

1. Select the Case Management tab.

2. To select a case, click the Name & Description of a case listed in the Cases pane. The Case Summary (Overview) of the selected case appears.

   Note

   The Case Research links in the Case Management workspace are enabled, on selecting the case.

3. Click the Collect link from the Case Management workspace.

4. Select the Search tab in the Search Archive panel. Refer the Case Management Search when DLM is Disabled section to understand the search functionality.

5. The search results appear in the Document panel.

6. The Document panel displays the following information for each conversation listed:

   Fields	Description
   !	Indicates if the conversation is marked as high importance. If you see the icon, it means that the conversation is marked with low importance.
   Attachment	Indicates if the conversation has attachment(s) within it. It also displays the number of attachments.
   Subject	The subject of the conversation.
   From	The person who has sent the mail or initiated the conversation.
   To/CC/BCC	Indicates the participants of the conversation
   Date	The start date of the conversation.
   Network	The network used to communicate.
   Channel	The channel used to communicate.
   	Indicates conversations that have been added to the case.
   	Indicates documents that have been collected and placed on legal hold.

   Note

   If you perform a search without typing any words or phrases in the Words/Phrases text box, the search results are sorted by Date.

7. To select a conversation select the check box against it.

8. Select one of the following:

   • Click Collect Items on the Conversations panel, to add conversations for review. You can either add selected items or add all conversations as shown in the following image.
     

     

     
     or,
     

   • Choose the option Collect and Apply Holds to add conversations to the case and place them on legal hold . You can either hold selected items or hold all conversations as shown in the following image:
     
     

9. The selected conversation is put on hold and a lock ( ) is visible under the Hold column for that conversation.

To check the status of the conversations that you have put on hold, click the ( ) View jobs icon. The Jobs Status panel appears and displays the status of the actions performed.