On the Legal Holds Settings page, you configure organization-wide settings for your legal holds. This article goes over each setting.
Requirements
To access and configure legal holds settings, you must be an Organization Admin or a Legal Holds Organization Admin.
Legal Holds Settings
To get to the Legal Holds Settings page, go to Organization home > Legal holds > Settings.
Send emails from
By default, legal hold notices are sent from notifications@everlaw.com, but you can customize this sender address using the Send emails from field.
Customizing this email address lets your organization send these notifications from an email address using your own organization's email domain. When you send a legal hold notification from a familiar domain, it is more likely to be identified by recipients (custodians) as legitimate and important, and less likely to be ignored or sent to spam.
For detailed instructions on how to customize the email, see Set Up a Custom Email Address for Legal Holds Notifications.
Time zone
Use the Time zone field to set the time zone for the display of hold notice dates and legal hold exports, and the timing of automatic emails. By default, it is set to UTC.
Date and time format
Use the Date and time format field to choose the date and time format for display in legal holds exports.
Questionnaire notifications
Questionnaire responses often have important actionable information: they may point you to new data sources, custodians, or data preservation criteria. The Questionnaire notifications setting configures automatic notification to admins for each questionnaire response, which removes the burden to proactively check for new responses. To enable this setting:
- On the Legal Holds> Settings page, switch on the Receive notifications for questionnaire responses across all holds in this organization toggle.
- [Optional] Select which admins will receive the notifications. To do so, open the dropdown menu in the Send emails to field.
This lists all the Organization Admins and Legal Hold Organization Admins.
By default all are selected. De-select any admins who should not receive these notifications.
Now, all the selected admins will receive an email each time a custodian in any legal hold notice they have access to responds to a questionnaire. The email includes a button to go to the Questionnaire responses tab.
This gives any recipient the ability to quickly check each questionnaire response as it comes in.
Hold notice reminders
The Hold notice reminders setting allows you to consolidate the legal holds notifications for custodians on multiple legal holds. This drastically reduces email volume for custodians associated with a large number of legal holds. It also simplifies your custodian’s workflow by putting all requests in one space. This helps them keep track of what deliverables are needed and reduces the likelihood of them overlooking reminders.
For detailed instructions on how to set this up see Consolidate automatic legal hold reminders.