You can add, edit, and delete Legal Hold templates by navigating to Account Settings > Preferences > Notice Templates section. The Notice Templates section will be at the bottom of the Preferences tab page.

Add a new template

Click "Create a new notice template".

  • The email subject line does not accept special characters. Text only.

  • Emails to CC'd can be saved as part of the template.

  • The text editor contains control codes that function similarly to merge fields. These fields will automatically pull information into the notice. Control codes can be used to autofill:

1) the list of custodians

2) the email subject

3) the created date

  • Customize the confirmation button: click into the text box to customize the confirmation button text. Click on the square to the right to see the color options for the confirmation button. You'll see a preview on the right.

  • Two types of reminders are optional (click on the box to enable a reminder):

1) Non-acceptance reminder is sent to custodians that have not clicked on the confirmation button

2) Resend email notice resends the original legal hold notice to custodians at the set frequency.

  • Click on "Edit default release text?" to add/edit text for your release notice. The text editor has access to control codes that function similarly to merge fields. These fields will automatically pull information into the release notice. Control codes can be used to autofill:

1) the list of custodians

2) the email subject

3) the created date

4) released by name

5) released by email

  • Name the template and click Save.

Edit a template

Click on "Edit Notice Template" and the existing template will load above. All options available during template creation (see above) can be edited.

Delete a template

Click on "Delete Notice Template" on confirm on the next screen. Deletion is permanent but any Legal Holds sent using the template will not be affected.

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