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Recipient Groups

Allows users to view a list of all groups who will receive notices about matter records.

The Recipient Groups tab in Hold Administration allows users to view a list of all groups who will receive notices about matter records.

Recipient Groups

Recipient Groups

  • Click the recipient_groups_hmfile_hash_eac883b2-1.png icon in the Edit column to view a list of individuals associated with the group. Individuals are listed in alphabetical order by surname.
    • Use the search bar at the bottom of the list to find a specific group member.
  • Click the recipient_groups_trash_can.gif icon to delete a group or individual within a group.

Add an Individual to a Pre-existing Recipient Group 

  1. For any group, click the recipient_groups_hmfile_hash_eac883b2-1.png icon in the Edit column.
  2. Click Add New Recipient at the top of the list. 
  3. Enter all available information into the text boxes.
  4. Select or deselect the checkbox above "Hold Administrator's Notes" to determine whether the individual receives notices via a non-email delivery service.
    1. Quickly add the individual to other recipient groups without re-entering all of their information by selecting the checkboxes in the Associate to Other Recipient Groups category.
  5. Click Save Record to set all information.


Add a Recipient Group

  1. From the Recipient Groups tab, enter a group name in the "Add New Group" text box.
  2. Click Save.

The group name will appear in the group list, allowing you to edit and add individuals.

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