When creating a new Matter, you will be prompted to add custodians by clicking Add Custodians in the Create Matter page. This will open the Add Custodians page. The custodian directory in this page corresponds to any integrations that your organization has opted to utilize. Below is an overview of the page.
Identify Sources
This section shows all integrations that your organization has opted to utilize. Once custodians have been added to the Identify Custodians table, sources in which the custodians’ data will be preserved will be toggled on. These can be toggled off, as necessary, if data does not need to be preserved from a certain source.
Identify Custodians
The Identify Custodians table shows all the custodians that have been selected to be added to the matter. View the icons next to each Identifier to see what sources data will be preserved in for each custodian.
Workday Filters
Environments that have been integrated with Workday (or other HRIS software) will feature a button that says Show WD filters/columns. When selected, filters for HRIS attributes will be visible.
Asset Hold
Once a custodian is selected, a column labeled Asset will be accessible on the right panel. The asset hold marker is used as a reference for users to track the users that are on an asset hold (e.g., a physical computer is also on hold). For environments integrated with Workday (or other HRIS software), this value can be used to populate a custom object within the HRIS software in order to keep IT informed. By default, this option will be inactive, meaning the custodian is not associated with an asset hold. To bulk-select or de-select Asset for all custodians, click the checkbox next to the word Asset in the column header.
Public / Silent
Once a custodian is selected, a column labeled Silent will be accessible on the right panel. By default, this option will be inactive, meaning the custodian is considered a public custodian. If this option is selected, the custodian is considered a silent custodian. Silent custodians will have materials held in source but will not receive a hold notice when the matter is opened. To bulk-select or de-select Silent for all custodians, click the Silent radio button located in the upper right corner of the screen.
Matter Type
Matter Type can be viewed in the upper right-hand corner. The matter type is determined by the status of the custodians and may be Public, Silent, or Blended. If all custodians share the same status, Public or Silent will be indicated depending on how the custodians are labeled. If custodians have mixed statuses (e.g. some public and others silent), Blended will be indicated automatically.