Manage custodian communications templates in eDiscovery (Premium)

When you or other users create a hold notification or other types of custodian communications, you had to create the communication document from scratch by using the communications editor on the Communications tab in an eDiscovery (Premium) case. Now, we've released a new feature that lets you create communications templates that can be used to create communications in any case in your organization. After communication templates are created, they're available to be used in a case. This means that paralegals or other users who create custodian communications don't have to start from scratch to build a notification. Instead, they can select a template to build the notification that is sent to a custodian.

This article explains how to create organization-wide communications templates and select them when creating a new custodian notification for a specific eDiscovery (Premium) case.

Tip

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Before you create templates in the Communications library

Create a communications template

  1. In the compliance portal, go to eDiscovery (Premium), and then click eDiscovery (Premium) settings.

    Select eDiscovery (Premium) settings

  2. On the Settings page, select the Communications library tab.

  3. On the Communications library page, click Create.

  4. Follow the procedure to create a custodian communication. For step-by-step instructions, see Create a legal hold notification.

    Note

    The steps to create a communications template are the same as the workflow to create a notification within a case. The only difference is that when you create a template, you don't specify an issuing officer and you don't assign custodians. Specifying an issuing officer and assigning custodians is done when you use a communications template to create a custodian notification for a case.

  5. After you create a template, it's displayed on the Communications library page.

    Templates displayed in Communications library

You or other eDiscovery Administrators can edit a communications template. Any changes that you make to a template don't affect or modify any notifications that were previously created using that template. These changes will only apply to new notifications that created using the updated template.

Use a communications template to create a custodian notification

After one or more communications templates are created in the Communications library, these templates can be selected to create a custodian notification in a case.

To select a template:

  1. In the compliance portal, go to eDiscovery > Advanced to display the list of cases in your organization.

  2. Select a case, click the Communications tab, and then click New communication.

  3. On the Name communication page, use the Select communication template drop-down list to select a communications template to use to create the custodian notification.

    The list of templates in your organization's Communication library is displayed in the drop-down list.

    Templates from Communications library displayed in the drop-down list.