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Configure review set grouping settings for eDiscovery (Premium) cases

Important

The classic eDiscovery experiences were retired on August 31, 2025. This retirement includes classic Content Search, classic eDiscovery (Standard), and classic eDiscovery (Premium). These options aren't available as an experience option in the Microsoft Purview portal.

Unless you're working directly with Microsoft when using these legacy features for specific short-term transition scenarios, use the guidance for the new eDiscovery experience in the Microsoft Purview portal.

You can configure grouping settings for each Microsoft Purview eDiscovery (Premium) case to control how the data in a review set is grouped and displayed. Turning on the Enable group setting is only available for review sets in cases created in your organization after March 15, 2023.

Depending when the case is created, items in a review set can be grouped in two ways:

  • Group review set items by Group ID and Thread ID: When enabled, review set items are grouped by Group ID and Thread ID. This setting is the default for all cases created after March 15, 2023.
  • Group review set items by Family ID and Conversation ID: When disabled, review set items are grouped by Family ID and Conversation ID. This setting is the default for all cases created before March 15, 2023.

For more information about review set grouping, see Group and view documents in a review set.

Configure review set grouping settings for a case

To configure review set grouping settings for a case:

  1. On the eDiscovery (Premium) page, select the case.
  2. On the Settings tab, under Review sets, choose Select.
  3. On the Review sets page, select the Enable group toggle to enable grouping review set items by Group ID and Thread ID.

Note

For cases created before March 15, 2023, the Enable group toggle is disabled. Item grouping in review sets for these cases is based on Family ID and Conversation ID.