LegalHold 1.0.4 Release Notes

Enhancements/Improvements

Enhancement: Released Hold comments are now populated in TeamConnect.
Description: When a hold is released with comments in LegalHold, the comments will appear within the Hold Details in TeamConnect.
Tracking Code: LH-5471

Enhancement: TeamConnect Client Secret.
Description: The Client Secret text in TeamConnect is no longer displayed. See this page for further information on setting up the Client Secret.
Tracking Code: LH-5415

Enhancement: LegalHold is opened in a new window when any hold-related information is clicked in TeamConnect.
Description:Previously, LegalHold would open in the same window as TeamConnect.
Tracking Code: LH-5413

Enhancement: Hold emails configuration.
Description: Custodians email addresses will now appear in brackets when you add them with a hold. Being able to see the email address will help avoid confusion if multiple people have a common name.
Tracking Code: LH-1979

Enhancement: Hold open date.
Description: The hold open date will automatically populate with the current date when a new hold is created. The date will be populated regardless if a new hold is created from TeamConnect or LegalHold.
Tracking Code: LH-5441

Enhancement: Hold versioning.
Description: Hold notices are automatically updated with a new version number each time a new version of the notice email is sent out. The version numbers will also appear in the hold history timeline. Each time a new notice is sent out for a hold, the version number will update from Notice 1- Version 1 to Notice 1- Version 2, etc.
Tracking Code: LH-5431

Enhancement: Online help.
Description: A help button was added so that users can access the online User Guide and product documentation. This documentation includes technical setup instructions, how-to style articles, and product release notes in our Client Success Center.
Tracking Code: LH-5400

Enhancement: Respondents export to a CSV file.
Description: Hold administrators can now export the list of respondents that have answered the questionnaire for a particular hold. The list of respondents can be exported in a .csv format and will include the question name, question response, and the custodian response.
Tracking Code: LH-4101

Enhancement: Hold Summary Report enhancements.
Description: The Hold Summary Report now includes the hold's timeline history and all legal staff listed on the hold. This information will assist in defending the hold process in court. Click here to see more on running the Hold Summary Report. 
Tracking Code: LH-5429