In order to maintain unique ID in Legal hold numbers, the TeamConnect integration allows the users to maintain unique Id in LegalHold numbering. This is an auto-generated numbering system setup in the TeamConnect module.
To enable the auto-generate settings in TeamConnect, you need to have admin access to the TeamConnect and a new settings page under LegalHold Parent Settings.
- Go to Admin Tab → Under Legal Hold Settings → click Auto number generation settings.
- Click Edit to make changes to the Auto number generation settings.
- Fill the following fields as required:
- Enable the settings: Mark the checkbox against to enable the auto numbering setting in LegalHold
- Separator: This can be dash, underscore or period
- Leading Zeroes: No. of zeros precedes the numbers
- Hold number Preview: The preview is displayed here
- Click Save and Close.