By creating one or more research folders, you can work privately on the items that interest you without generating additional work for other reviewers. For example, suppose that you are pursuing an alleged instance of insider trading. Rather than add a large number of search results to the review set, where they are visible to other reviewers, you can conduct the searches from a research folder and store the results there. Then you can review and mark the items in the normal way, or export them for offline review.

Finally, when you have finished with the items, you can commit them to the department review set for other reviewers to see.

Where necessary, you can give other users access to your research folders so that they can collaborate in the review process. The permissions that you grant these users determine whether they can export items from the folder, search for more items to add to it, and review and mark the items.

See Creating research folders

See Editing the properties of research folders

See Giving other users access to your research folders

See Reviewing the items in research folders

See Exporting items from research folders

See Deleting items from research folders

See Committing research folder items to the department review set

See Deleting folders