Display Custodian Portal Link in All Notice Emails

With this setting, you can control whether to display or not to display custodian portal links in all notice emails. From the list of settings options, Display Custodian Portal Link in All Notice Emails option is to enable or disable the custodian portal links displayed in all notice emails.

Display Collector Portal Link in All Notice Emails

With this setting, you can control whether to display or not to display collector portal links in all notice emails. From the list of settings options, Display Collector Portal Link in All Notice Emails option is to enable or disable the collector portal links displayed in all notice emails.

Send custodian Reminder Email as Digest

With this setting, you can control whether to send or not to send a custodian reminder email as digest. From the list of settings options, Send custodian Reminder Email as Digest option is to enable or disable sending custodian reminder email as digest. If this option is disabled, the custodian receives individual reminder emails for each hold.

Enable Custom Columns on Email Digest Table

With this setting, you can control whether to have custom columns on the email digest table. From the list of settings options, Enable Custom Columns on Email Digest Table option is to enable or disable the custom columns on the email digest table. You can manage the digest columns by clicking on the Manage Digest Columns.

Click  Manage Digest Columns  to modify the fields to be included in the Notice Digest Reminders notification. 

And Turn on/ off the toggles against the following:

• Hold name
• Hold number
• Hold sender
• Matter name
• Matter number
• Primary contact
• Response
• Response date
• Secondary Contact

And click Save at the bottom of the page to save the settings.

Reset responses on scheduled reminder

With this setting, you can reset the responses received on scheduled reminders. From the list of settings options, Reset responses on scheduled reminder option is to enable or disable the reset of the responses on scheduled reminder.

Enable Silent Custodians 

With this setting, you can enable or disable the silent custodians options. From the list of settings options, Enable Silent Custodians option is to enable or disable the silent custodians.

Enable recipient list in CC email

With this setting, you can control adding or not adding a recipient list in CC emails. From the list of settings options, Enable recipient list in CC email option is to enable or disable adding recipient list in CC mails.

Disable Hold Creation in Legal Hold App

With this setting, you can control whether to create or not to create Hold creation in the Legal Hold App. From the list of settings options, Disable Hold Creation in Legal Hold App option  is to enable or disable the Hold creation in Legal Hold app.

Disable Manual Creation of People

With this setting, you can control whether to enable or disable manual creation of people. From the list of settings options, click Disable Manual Creation of People option is to enable or disable the manual creation of people setting.

Display recipients on hold notice

In the current hold notice, recipients are displayed in every hold, and with this feature, users can save time and avoid sending a list of custodians unintentionally. Users can also change the default value for a specific hold if necessary. From the list of settings options, Enable or disable Display recipients on hold notice option is to set Display the recipients on hold as on or off.

Enable questionnaires on hold notice

With this setting, you can create holds with or without questionnaires, as well as control how you create holds with or without questionnaires. From the list of settings options, Enable questionnaires on hold notice option is to enable or disable the questionnaire step in the hold notice.

Lock Questionnaire toggle enables admin to lock the Add Questionnaire to Hold Notice toggle on all hold

Enable Notice Approval

With this setting, you can control whether to enable or disable Notice Approval. From the list of settings options, Enable Notice Approval option is to on or off the Notice Approval toggle to enable or disable. Additionally, you can enable/disable it at the hold level (hold by hold).

Enable Preservation Notice

With this setting, you can control whether to enable or disable Preservation Notice. From the list of settings options, Enable Preservation Notice option is to enable or disable the Preservation Notice for new holds. For more information about Preservation Notice, hold creation.

Lock Preservation toggle enables admin to lock the Add Preservation Notice toggle on all hold.

Enable Non- Respondent Custodians Workflow

With this setting, you can control whether to enable or disable Non- Respondent Custodians Workflow. 

Enable Contact Me Request

With this setting, you can control whether to enable or disable Contact Me Request. . By clicking Click Here, Enable Contact Me Request enables  you to setup the email template. For more information, please refer to this article Enable Contact Me 

Send automatic email notifications to Hold issuer for the questionnaire response changes

With this setting, you can enable or disable sending automatic email notifications to Hold issuer for the questionnaire response changes. Following format allows you to setup the email format.