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Essential Steps You Need to Follow When Using e-Discovery in Office 365

Essential Steps You Need to Follow When Using e-Discovery in Office 365

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by December 16, 2018 Technology

Electronic discovery (eDiscovery) is a process of delivering information that can be used as a piece of evidence for a particular legal case. You can use the eDiscovery function of Office 365 to search within your Exchange Online mailbox, Microsoft teams, Office 365 groups, Skype for Business and SharePoint Online websites.

With Office 365 eDiscovery, you can quickly look for content. In case you only need to find a piece of content in your email account, you don’t need to use the eDiscovery function. You will only need to use In-Place eDiscovery. To use the eDiscovery function of Office 365, you can follow the steps below.

Step 1: Assign permission for security and compliance

If you need to perform an eDiscovery task, you need to ensure that you’re already assigned to work on the role groups. There are two role groups that you can participate in. The first one is called reviewer. In this role group, members can check and open the list of cases in the Security and Compliance Center.

Reviewers can’t create cases or add members. But the members of this group can look and access the cases listed under Advanced eDiscovery.

The second type of role group is called the eDiscovery Manager. The members of this group can manage and create eDiscovery cases. If you are assigned to this role, you can remove or add members to a specific legal case. You can also edit and create content searches at the same time.

Step 2: File an eDiscovery case

In order to create a case, you need to go to the Security and Compliance Center. From there, you can click on Search &Investigation and create a case. On the right panel, you can type the case name plus the description. After typing the required information, you can click save.

Step 3: Start adding users to the case

Once your case gets published, you can start adding the members. Focus on adding users who are categorized as eDiscovery managers or reviewers.

Step 4: Place an existing piece of content in Legal Hold

An eDiscovery case can be used to create holds. A hold acts like a folder where you can preserve every piece of content that may be relevant to a certain legal case. Any piece of content placed in a legal hold stays there until you remove them.

Step 5: Go ahead a run a search

Once you finish creating an eDiscovery case, all content related to it will be placed inside the hold folder. This is why you can easily create and run as many content searches as you like.  If the piece of content isn’t related, you won’t find it in the search page of the Security and Compliance Center.

Office 365 e-Discovery is indeed a useful feature, especially for searching specific pieces of content. Once you figure out how to file and create an eDiscovery case, you can easily find related cases within a few clicks. The eDiscovery feature is truly a helpful feature, especially for finance and legal companies.

Image: Unsplash.com

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