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Add New People to the System

This page details how to manually upload people to the LegalHold system.

People vs. Users

People are added to the LegalHold application with the intention of adding them as recipients or attachments to a hold. People that are added to the Manage People module can be manually added or uploaded via a Comma-separated Values (CSV) upload process. 

Manually Add New People

Begin by logging in and navigating to the Manage People module.

  1. Select Add People from the overlay menu.
  2. Fill in all of the required fields as well as any other relevant information for the person, then select Save. 

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The toggles highlighted in the image above are meant to disable people from receiving Non Respondent Reminder Emails and Manager Escalation Emails.

  • When the Disable Non Respondent Reminder Email toggle is turned off, this person will receive non-respondent reminder emails for all of their existing and new holds to which they have not yet responded. Hold administrators can turn this toggle on if someone is planning on a long-term leave or for executives at a company.
  • When the Disable Manager Escalation Email toggle is turned off, this person's manager will receive manager escalation emails for all existing and new holds to which his/her employee has not yet responded.
  • The Silent Custodian toggle only appears when the application administrator has set a global toggle in System Settings to allow people to be set as a silent custodian at the person level. On the person record, if the Silent Custodian toggle is enabled, the person will not receive any hold notifications for any hold. If the toggle for silent custodians is enabled on the person record, when added to a hold, the person will default to a silent custodian. This toggle cannot be disabled on the hold level because it is considered a global attribute of the person. 

Best Practice Tips

These toggles are turned off by default, and best practice is to leave these toggles off so that recipients receive all emails. 

You CANNOT have escalations enabled if the non-respondent reminders are disabled, because this setting affects the manager escalations for all current unanswered holds and any new holds to which this person is added.

Both toggles should either be enabled or disabled. 

Manually Upload People Using the Upload Now Feature

Users must have administrative access in order to use the Upload Now feature.  

Note: You must have access to Microsoft Excel to use this feature.

  1. Access the Upload Now button by navigating to Manage People > Upload Now, or by selecting the Upload Now button from the People List page.
  2. Download the sample template from the Upload People page and fill in the respective fields that you want uploaded. 

Important Note: The acceptable date format is YYYY-MM-DD. The upload will fail if the date is not in this format.

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  1. Save the Excel sheet as a .csv file and navigate back to LegalHold.
  2. Select the Upload button on the Manual Upload page, select your saved .csv file, then select Open. The upload will start automatically.
  3. If successful, the people on the list will be added to the list of people.
    If unsuccessful, the screen will return an error and you will be directed to a page that lists the errors in the .csv file. If this happens, correct the discrepancies and retry the upload process. 
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