Copying items to research folders

You can copy items from the review set to a personal folder for further research. You can then review and mark the items, export them for offline review, search for more items that are related to the copied ones, and more.

You must have the Perform Ad Hoc Searches permission in the department to copy items from its review set to your folder. By default, compliance supervisors, department reviewers, and exception reviewers have this permission.

To copy an item to a research folder

  1. In the Review pane, select one or more items that you want to copy to a folder.

    To select multiple adjacent items, click the first item, and then hold down the Shift key and click the last item. To select nonadjacent items, click the first item, and then hold down the Ctrl key and click additional items. To select all the items, press Ctrl+A.

  2. Click Copy below the preview pane.

  3. Select the destination folder to which you want to copy the items.

  4. Choose to copy the selected items only or all the items in the review set.

  5. Click Copy.

More Information

Creating and running Compliance Accelerator searches

About the Compliance Accelerator permissions