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Recipient Groups

View and designate hold recipients.

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

Click on the calendar event icon in the Edit column to view or add 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 trash_can icon to delete a group or individual within a group.

Add an Individual to a Recipient Group

  1. While viewing the group list, click Add New Recipient at the top of the list to
    A list of data fields is generated at the bottom of the page.
  2. Enter all available information into the text boxes.
  3. Select or deselect the checkbox above "Hold Administrator's Notes" to determine whether the individual receive notices via a non-email delivery service.
  4. 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 an Individual to Recipient Group

Add a Recipient Group

From the main Recipient Groups page, type the name of a new group into the text box at the bottom of the group list and click Save. The group name appears in the table, allowing you to edit and add individuals.

Add a Recipient Group

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