Assign Custodians

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Assign Custodians

The Custodian indicates the author, originator, source, or legal custodian of the documents (for example, "Ben Blain", "Seattle Network Share", or "Backup Server").

To assign custodians to a collection, or an import within a collection from the process menu, select the Custodians button to open the Manage Custodians dialog:

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When a default custodian is applied all future imports for that collection are assigned that custodian. The drop down menu displays the custodians already in use in the matter or select the Custodians button to add custodians.

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In the Manage Custodians window right click on Custodians to add a custodian. See Manage Custodians for more detail on organizing Custodians.

To modify or assign a custodian to an import use the Custodian filed on the import in the collection.

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To assign a custodian to data at the time of processing, select from the drop down menu which displays the custodians already in use in the matter or select Manage Custodians to add additional custodians.

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