---
title: "Create a Production Set (Work Folder)"
slug: "create-a-production-set"
tags: ["Create a Production Job", "document tab", "imaging", "notifications", "Numbering", "production", "Production Jobs", "redactions", "stamping"]
updated: 2025-08-06T16:46:40Z
published: 2025-08-06T16:46:40Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Production Set (Work Folder)

## Overview

After receiving a Request for Production, responsive documents will first need to be isolated into their own Production Set through a **Work Folder** by performing the following three steps:

1. Retrieve all documents coded responsive that will be included in the production.
2. Exclude all privileged documents from your document set.
3. Assign the production search results to a work folder.

## I. Retrieve Documents Coded Responsive

Documents tagged as Responsive are retrieved using a **search** or a **filter**.

1. Under the FILTERS section, expand **Tags**.
2. Expand your **Responsiveness folder**, (below, titled *Responsiveness)*. Your tag structure may be different than in the example images.

![Filters and tags for assignments, highlighting responsive tags and their counts.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/TagsFolderExpanded_2025.5(1).png)

1. Click your **Responsive tag** (above, titled *Responsive*). Your tag may have a different name than in the example images.
  - All documents with this tag will be selected, and a search pill will appear in the search bar.

![Dashboard interface displaying a tag for responsiveness and navigation options.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/ResponsivenessPill_2025.5(1).png)

## II. Exclude Privileged Documents

Before placing the above responsive documents in a folder, documents that were also tagged as Privileged must be excluded from the search; these would be listed in a privilege log reporting the document number, date, author, and privilege claimed.

1. Click the **ellipses [ … ]** to the right of the search bar to open advanced search.
2. Click **+Add** to add additional filters to your advanced search.
3. Expand **Tags**.

![Dropdown menu showing various tags related to document review and classification options.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/PrivilegedSearchPill_2025.5.png)

1. **Select privileged tags** to add to the search. Your tags may have a different name and folder structure than the example images. Above, privileged tags include *Privilege Reason*and *Privileged*.
  1. A modal will appear to choose from your tag values. **Choose tags** that mark privileged documents which you *don’t want to produce.*
  2. Click **ADD TO SEARCH**.

![User interface displaying tags for privileged documents with selection options and search button.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/PrivilegedTagChoices_2025.5(1).png)

1. Added tags will populate the advanced search with *AND IS* operators by default.

![Search filter options showing tags for document review criteria and conditions.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/PrivilegedPillsAND-NOT-Operators_2025.5.png)

1. For all privileged tags, **click the “IS” operator** to change *AND IS* to *AND********NOT*.
  - The example search query will pull documents that *are* *responsive*, but *exclude documents* tagged Attorney/Client or Work Product privileged, and *exclude* *documents* tagged “Do Not Produce”.
2. Press **SEARCH**.

## **III. Creating a Production Folder**

Productions are created from work folders. After your search, you’ll need to place the responsive (but not privileged) documents into public or private work folder(s).

With your search active (or retrieved from Search History or a Saved Search), select **Update** from the toolbar in the Review Grid. This will open the *Update* modal.

### Select Documents

![Popup window for updating actions on selected documents in results list.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot 2025-07-17 at 9.45.14 AM.png)

In the *Act On* tab, **All documents in results list** should be selected by default, with your document total in parentheses. You can also choose a select number of documents from the grid *prior* to opening the Update modal.

### Add a New Folder

![User interface for updating folder settings with options to add or remove folders.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Update-AddFolder_2025.5.png)

1. Switch to the *Actions to Take*tab.
2. Select **Include Folders**. This will default to **Add** a folder.
3. Click the **arrow [ > ]** to expand the **Folders** section.
4. Click the **arrow [ > ]** to expand the **Work Folders** section.
5. Click the **ellipses [ … ]** to the far right of the **Productions** folder.
6. Click **+Add Folder**. The *+Add Folder* modal will appear.

### Choose Folder Permissions

![User selection interface for adding a folder with multiple user options displayed.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Update-AddFolderModal_2025.5.png)

1. **Name** your folder.
2. **Choose individual users**and/or **teams** to grant access. Your name will be selected by default with full permissions. The two levels of folder permissions can be toggled by pressing the **lock icon**to the far right of a user or team:
  - *Open Lock*: The user or team can both read documents in the work folder and add or remove documents from the work folder.
  - *Closed Lock*: The user or team can only read documents in the work folder. When adding new users to a folder, they will by default have read-only (closed lock) permissions.
3. Press **CREATE** to save your new folder. The *+Add Folder* modal will close, returning you to the *Actions to Take*tab.

### Add Documents to the New Folder

1. Use the **arrows [ > ]** to expand and find your newly created folder
2. **Check** your new folder from the selection.
3. Click **SUBMIT** to add the documents to your new folder.

You are now ready to [***Create a Production Job***](/reveal/docs/create-a-production-job).

## Related

- [Production Templates](/production-templates.md)
- [Update the Production Database](/update-the-production-database.md)
- [Create a Processing Job - Discovery Manager](/create-a-processing-job.md)
- [Run Full Processing on Production Jobs](/run-a-production-job.md)