Creating research folders

Discovery 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.

You must have the Create Research Folder permission to create a folder that is not attached to any case. By default, this permission is not associated with any role.

To create a research folder

  1. Click the Research tab in the Discovery 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 Case box, select the case with which to associate the folder. You must have the Perform Ad Hoc Searches permission in this case.

    Alternatively, select <My Research> to create a folder that is not attached to any case.

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

  7. If you have chosen to create a folder that is not attached to any case, select the vault stores in which to search for items. Check or uncheck the box next to each vault store to include it in searches or exclude it from searches.

  8. Click Save.

More Information

Creating and running Discovery 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

Implementing analytics in cases

Converting folders into cases

Deleting items from research folders

Deleting folders