Converting folders into cases

If you determine that the information in a folder warrants a case, you can convert the folder into one. This process automatically places all the items in the folder on legal hold.

You must have the Promote Research To Case permission to convert a folder into a case. By default, only users with the role of Discovery System Admin have this permission.

To convert a folder into a case

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

  2. In the left pane, click the folder that you want to convert into a case.

  3. Click the Properties tab.

  4. Click Promote to Case.

  5. Click Promote to Case to confirm that you want to proceed.