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

Click the Research tab in the Compliance Accelerator client.
In the left pane, click All Research.
Click New at the top of the window.
In the Name box, type a name for the folder.
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.
Specify a location in which you want to store any items that you export from the folder.
Click Save.