Select a matter and click the Create Job button in the top right corner of the screen. You can also click Create Job from any of the three tabs (Collection Jobs, Custodians, Exports).
You will be taken to the New Collection Job page. Here, you will see 5 steps on the left panel to follow.
Step 1: Choose a source for the collection from the Source Options. Then, click Next Step.
Step 2: Provide a Collection Name, an optional Job Number, and an optional Description for the collection for tracking purposes.
Step 3: Click Add Custodians and use the checkboxes to select all or some of the available custodians for this collection. Only custodians that have been placed on hold in the matter that you selected will be available for collection.
Step 4: Set date parameters, as necessary. Choose to automatically export collection data here, as well.
Step 5: Choose when to be notified of Collection Job updates and click Create & Start Job.
Confirm that the Collection Job is in progress by identifying it in the list of Collection Jobs for the Matter.
