Microsoft Purview eDiscovery (Premium): Tag templates and review set tagging usability enhancements

Originally posted by Microsoft Jul 6, 2023 Uncategorized 0 Comments

We are excited to introduce several usability enhancements for tagging items in review sets within the eDiscovery (Premium) solution in the Microsoft Purview compliance portal.

This message is associated with Microsoft 365 Roadmap ID 124962

When this will happen:

Rollout will begin in early July and is expected to be complete by late July. 

How this will affect your organization:

With this new tag templates features, eDiscovery admins can

• Manage tag templates that can be reused across multiple review sets and cases.
• Import tags relevant to their cases from existing tag templates 

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Manage tag templates

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Create tag templates

With the tagging usability enhancements in the review sets, eDiscovery managers can

• Add tag status columns 
• Bulk tagging count indication (show count of existing items with the tag) 

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Import tag templates

Tag status column, count indicators for bulk tagging

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What you can do to prepare:

No action is needed to enable these updates. Once the rollout is complete, you can take advantage of the new grouping options and configurations in your eDiscovery (Premium) review sets. Distribute the following documentation to your organization’s eDiscovery admins and managers for a better understanding of the new enhancements:

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

• Microsoft Purview compliance portal for WW and GCC cloud environments 
• Microsoft Purview compliance portal for GCC-High cloud environments
• Microsoft Purview compliance portal for DoD cloud environment

Learn more: Tag documents in a review set

Message ID: MC626569