Custodians who are frequently placed on hold together may be placed into a Group in order to expedite the process of adding custodians to a matter. The groups view may be accessed by clicking the Groups tab located on the top of the page.
To create a Group, follow the below steps:
- Click Create Group in the top right-hand corner. This will launch the Create Group page.
- Input the Name and Description of the Group.
- Click Add Custodians to select and add custodians to the Group.
- Click Create Group.
