Policy Behavior

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Navigation:  Managing Documents > Set Policy – Ctrl+R >

Policy Behavior

The result of applying the selected policy settings can be controlled in two different ways:

Add/Remove – This option replaces existing documents in Review that match the selected custodians/collections with the documents matching the policy criteria.

Add only – This option adds documents to Review that match the policy criteria. This option does not remove anything from Review.

Important: When you change your policy and have the Add/Remove behavior selected, you may remove documents currently in review. For example deduplication across the entire matter will only keep one copy of each file (plus family members). If a previous policy was deduplicating within custodians, and a new policy deduplicates across the entire matter, duplicate copies of documents will be removed from review.

After choosing collections/custodians, deduplication settings and behavior, click Next.