Assigning a Custodian
IN THIS ARTICLE:
Assign custodians to your imported source data prior to processing.
WHO CAN PERFORM:
Client Admin
Discovery Manager
Assign a custodian
- Go to the Matter Details page > Imports
- Find a custodian from the list.
You can search for any part of the name using typeahead.
-
Select the custodian to assign to your imported file.
If no match is found, you can add a new one by clicking ADD CUSTODIAN
Good to know
Custodian names cannot be changed after you add them. Make sure you enter the name correctly before clicking ADD CUSTODIAN.