- Navigate to the Collections page.
- Select a matter with a Matter status of Open.
- Click the New job button in the top right corner of the screen. You can also click the New Job button from any of the three tabs within the Matter page (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. Click Add Selected.
Step 4: Set parameters, including a date range. Choose to automatically export collection data here, as well.
Step 5: Choose email recipients for job notifications. Please note you will automatically receive email notifications for job updates. If you have chosen to run an automatic export and the collection runs successfully, you will only be notified of updates to the export job.
You can choose to start the collection job or save as a draft to start the job later.