You are needing to understand the review process including what it involves, and where to find aspects of the review process.


To use the review process, you will need the following

  • Specific access levels that will be detailed in the areas they are needed below.
  • Have previously completed an eDiscovery save search.


Review Process

What is the review process & how does it work?

The review process is used for companies to monitor emails and be sure that companywide all compliance policies are being maintained.

The review process uses 3 main tags which are "Marked for Review", "Marked for Deletion", and "Reviewed". Any email that is marked by a user for review will then have the "Marked for Review" tag added to it. If it is then reviewed and a user marks it as reviewed, it will then have the "Reviewed" tag added to it.

Creating a review process

To create a review process means that you will be adding the "Marked for Review" tag. This can only be completed by a Full Admin or a Compliance & Review Officer.

  1. Navigate to the compliance tab and select "eDiscovery".

  2. Next, select the "Saved Search" tab.

  3. Locate the saved eDiscovery search, and then select "Mark for Review".

  4. In the Next window, select the "Mark for Review" option and leave a note if needed.

  5. Next, read the disclaimer and select "Create".

  6. You should then see that you are redirected to the review process page. You will be able to see that the review process is being prepared. 
    • Take note that this process can take time to be completed.
    • The review process you have just created will always be added to the top of the list on the review process page with the same name as the eDiscovery saved search.

  7. Once completed, you will then see the status of "0% Review Completed".

Reviewing emails one by one

  1. Under review process you will see the reviews not yet completed, select the name of the review.

  2. This will bring up the list of emails that were in the saved search that has been marked for review, select the email subject to review the email.

  3. Once you have reviewed the email, you can then select "Mark as Reviewed" in the bottom right-hand corner, once selected, you will be brought to the next email in the saved search to review.

  4. Back on the saved search page, the tag for the reviewed emails will now show as "Reviewed".

Reviewing all emails

  1. Under review process you will see the reviews not yet completed, select the name of the review.

  2. Next, select all emails that you wish to mark as reviewed and then select "Mark as Reviewed" in the bottom right-hand corner.

Review process page options

On the main page for the review process, each review will have 3 dots to symbolize options that can be completed for that specific review. As an example:

The following chart will explain what each option is used for:

  • Used to view the criteria that was used to set up the initial eDiscovery search
  • Used to grant permission to someone with the limited reviewer role to review that specific review.
  • Used to view all the emails within a review, all of the emails still marked to be reviewed, or to view all emails which have been reviewed.
  • Used to mark all emails in the review as reviewed or mark them all to be reviewed. 
  • Used to add a retention policy to emails included in the review.
  • Used to add a legal hold to emails within the review.
  • Used to remove all of the reviewed or marked for review tags from the emails contained in the review. This will delete the review from the review process page.
  • This option will show up on reviews that have been marked for deletion by a data protection officer. These two options mean that you can view emails still marked for deletion, or you can view all emails including the emails that have been saved by the data protection officer.

Review process page statuses

The below chart will explain what all statuses also known as tags mean when viewing the review process page.

Status / TagWhat this means
  • The Review is not yet completed.
  • The Review has been completed.
  • A Data Protection Officer has not yet completed the review for deletion.
  • The review for deletion has been completed by the Data Protection Officer.