Microsoft Purview eDiscovery (Premium): Review set – Add notes to items

We’re rolling out a feature that supports adding notes to items within a review set for the eDiscovery (Premium) solution in the Microsoft Purview compliance portal.

This message is associated with Microsoft 365 Roadmap ID 103623.

When this will happen:

Rollout will begin in early February and is expected to be complete by end of February.

How this will affect your organization:

With this update, the following functionality will be enabled for eDiscovery (Premium) review sets:

  1. View or update notes for items in a review set.
  2. A new column for notes.
  3. Edit notes for an item. 
  4. Filter review set items by notes. 

add notes functionalityView image in new tab

notes experienceView image in new tab

Important: This change does not impact your existing export flow as the user created notes metadata values aren’t included as part of your load file. The notes are only available in the UX. 

What you need to do to prepare:

No action is needed to enable these updates.

Get started with eDiscovery (Premium) in the Microsoft Purview compliance portal:

Learn more:

Message ID: MC497311


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I've been working with Microsoft Technologies over the last ten years, mainly focused on creating collaboration and productivity solutions that drive the adoption of Microsoft Modern Workplace.

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