Creating research folders

Compliance Accelerator provides several methods for creating folders. In addition to the method described below, you can also create new folders when you define the criteria for searches, accept the search results, and review items.

To create a research folder

  1. Click the Research tab in the Compliance Accelerator client.

  2. In the left pane, click All Research.

  3. Click New at the top of the window.

  4. In the Name box, type a name for the folder.

  5. In the Department box, select the department with which to associate the folder. You must have the Perform Ad Hoc Searches permission in this department.

  6. Specify a location in which you want to store any items that you export from the folder.

  7. Click Save.

More Information

Creating and running Compliance Accelerator searches

Editing the properties of research folders

Giving other users access to your research folders

Reviewing the items in research folders

Exporting items from research folders

Committing research folder items to the department review set

Deleting items from research folders

Deleting folders