Editing a case allows eDiscovery Admins to keep case details accurate and aligned with the evolving scope of a legal matter. As investigations progress, it may be necessary to update the case name or description to reflect changes in focus, terminology, or internal documentation standards.
Since a case serves as the central container for one or more legal holds, keeping its information up to date helps ensure clarity, consistency, and easier navigation for all stakeholders involved in the legal process.
To edit a case, perform the following steps:
✏️ You must have the eDiscovery Admin role to perform this task. To request for the eDiscovery Admin role, contact your Company Admin.
- Go to your Miro settings.
- On the left pane, under Enterprise Guard, click eDiscovery.
- On the eDiscovery page, click the Cases tab.
- Click the three dots on the row of the case that you want to edit, and then click Edit case.
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On the Edit case page, enter the appropriate information for each field. The following table lists each field and its description.
Field Description Case name
(required)
Name of the case.
Max length: 60 characters.
Description
(optional)
Description for the case.
Max length: 300 characters.
- Click Save.
The case details are updated and appears in the list of cases on the eDiscovery page.