Define highlighted keywords and advanced options in Office 365 Advanced eDiscovery

Note: Advanced eDiscovery requires an Office 365 E3 with the Advanced Compliance add-on or an E5 subscription for your organization. If you don't have that plan and want to try Advanced eDiscovery, you can sign up for a trial of Office 365 Enterprise E5.

In Advanced eDiscovery, it's possible to add user-defined keywords to Relevance in order to help you identify relevant files while tagging. Keywords will be displayed in the specified colors in Relevance > Tag.

As described below, keyword lists can be added, and colors assigned to the Keywords list and the related issues. A tooltip displays the keyword’s description, if one exists, as indicated by a double underline.

Important: Hit highlighting in Relevance and viewing keyword hit results within documents during Relevance tagging does not work for the Japanese, Chinese, and Korean double-byte character sets.

Adding highlighted keywords

  1. In the Relevance > Relevance setup tab, select Highlighted keywords.

  2. Click the + icon to add keywords. The Add new keywords dialog is displayed.

  3. In Keywords, type the keywords list, separating keywords with commas.

  4. In the Color list, select the color to highlight the entered keywords list.

  5. In the Select issue list, select whether to apply the keywords list to “All issues” or to selected issues.

  6. In Description, type the keywords list (optional).

    Add new keywords
  7. Click OK when done. The created list is added to the keywords list table and can be edited or deleted.

    Relevance Setup Keywords list

The user-defined keywords will be displayed, in the specified colors in Relevance > Tag.

Specifying Relevance setup advanced settings

These settings affect the Track and Decide graphs in Relevance.

  1. In the Relevance > Relevance setup tab, select Advanced settings.

  2. In the Cost parameters dialog, make the following selections:

    1. In the Cost review per hour ($) list, select the amount in dollars or accept the default.

    2. In the Number of files reviewed by hour list, select the amount or accept the default.

      Relevance setup cost parameters
  3. Click Save. The selected settings are saved.

See Also

Office 365 Advanced eDiscovery

Defining issues and assigning users

Setting up loads to add imported files

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