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Add Silent Custodians to a Hold

This article details how to add silent custodians to a hold.

What are Silent Custodians?

Silent Custodians are actual hold recipients (also known as custodians) that never receive notifications about the hold notice. For example, a company might add silent custodians to an internal investigation so the people being investigated are tied to the hold without ever knowing. Silent custodians are essentially added to a hold for tracking purposes.

Hold administrators cannot add silent custodians to a hold by default — this is a global setting that must be enabled in your system settings

How Does the Silent Custodians Feature Work?

When adding silent custodians to a hold:

  • If a silent custodian is attached to a hold and the hold is sent, you can change the silent custodian an active custodian by removing the silent custodian flag, editing the notice and sending it out
  • If a hold is sent without silent custodians, you can change one of those custodians to a silent custodian. When that is done, the hold is removed from that custodians portal and they are designated as silent custodians on the active holds bucket.
  • If a silent custodian is designated at the person level, you cannot change the person to an active recipient for a hold.
  • Since these recipients never receive a notification, they will always be listed under the Recipients without responses category.

If a silent custodian is added to a hold, the hold will not appear on their custodian portal. However, since this is a hold-by-hold setting, they will still have access to other holds that they are not listed as a silent custodian.

Add Silent Custodians to a Hold

Follow steps 1-3 in the create hold process. For Step 4, follow the instructions below to add silent custodians:

On the Add Recipients step, add recipients to the hold, then enable the Silent Custodian toggle for any recipients who should be categorized as "silent custodians". If you do not see these options, contact your system administrator and ensure they have enabled this setting.

SilentCustodian_AddToHold.png

Notice the recipients Peter Burke and William Henderson cannot be switched to silent custodians because this hold has already been sent to them. 

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