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.