Configure Legal Hold Notification

Install and configure the Legal Hold Notification application for creating and managing legal hold notification matter.

• Install Legal Hold Notification
  Install the Legal Hold Notification plugin to be able to create a legal hold notification matter, add custodians, issue the legal hold notice, and close the legal hold notification matter.
• Assign the legal user role to a custodian
  Assign the legal user role to a custodian who is responsible for preserving data related to a legal hold.
• Customize an existing legal hold notice template
  Customize the legal hold notice template available in the base system to align with your organizational requirements.
• Configure a new legal hold notice template
  Configure a legal hold notice template to align with your organizational requirements.
• Configure a restricted caller access privilege
  Configure a restricted caller access privilege for the document templates application with a global scope to allow the legal matter application to perform read operations.

Parent Topic:Legal Hold Notification