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.