Video Walk-Through
Creating custodians with Legal Holds
When you add a new recipient to a Legal Hold, a new custodian will be created at the account level automatically. You'll need to include both a name and email address for your custodian in order to access the custodian across the account.
Adding a custodian from Account Preferences
Account Administrators and Account Owners have the ability to create custodians directly at the account level by selecting My Accounts > Edit > selecting the Custodians tab at the top of the page. Click "Add Custodian" to open the custodian creation form. First Name and Email are required fields. You can also add:
Last Name
Company
Employee ID
Notes
Hire date
Termination date, if applicable
Managing project-level custodians
Account Administrators and Account Owners can view, edit or link custodians to existing projects from the Account-level custodians list page by hovering over the 3-dot kebab on the right side of the Custodian table.
Viewing custodian details
Clicking "View custodian" opens the Custodian detail page, which includes:
Name
Company
Date added
Email address
Employee ID
Employment Period
Linked Projects and Project Stats
Legal Holds
Editing Account-level custodians
Clicking "edit custodian" re-opens the Custodian details form and allows you to update name, email, company, notes, or employment period data.
Linking account-level custodians to existing project custodians
Clicking "link project custodians" opens a form that allows you to link your Account-level custodian to project-level custodians that were established by uploading data. You can review suggested custodians, or change the drop-down menu to show a searchable list of all project-level custodians in the account.
Bulk adding custodians using Production Upload
Note: Our product team is currently collecting feedback to prioritize the ability to bulk import custodians from Account Preferences. You can let the team know if you're interested in this feature by submitting a feature request with our Support team, or through our Customer Feedback Portal.
In the mean time, bulk uploading custodians can be achieved using the steps outlined below:
Create a CSV file with at least 2 columns, Begdoc/Ctrl Number and Custodian.
For the Begdoc column, populate it with any desired sequential numbering scheme - you will delete this upload so numbering convention doesn't matter here. For the Custodian column, enter or copy/paste all the custodian names you need to import.
Run a Production Upload and select just the Text box in step 1 of 4 and uncheck both boxes under "Other Options"
Upload a CSV which will auto map both fields to their respective Logikcull fields. Click "Next: Upload Data"
In step 4, zip up the load file itself and upload as the data volume. You'll receive a "Data Volume Warnings" which is expected. Select "Skip affected files" under ACTION.
Click Start Upload and once complete all your custodian names from the CSV will be available under the Custodians tab in the project settings.
You can then delete the production upload, and the custodian names will remain.
Using Account Level Custodians at Upload
The custodians you create and manage at the account level will also be available for your use when uploading new documents into Logikcull.
Please note that only Account Administrators and Account Owners will have access to Account-level Custodians upon upload. A Project Creator, Project Admin, or Upload Only user will need to add a new custodian upon upload which can be linked at the account level to an existing Account-level custodian.
Creating a new Account Level Custodian at Upload
You can also create a new custodian and add to the account level from the upload form when adding new data to a project. Just start typing the name of your custodian! If there's no match in the database, you'll be prompted to provide the custodian's Email Address (required) and Company (optional).
ℹ️ A custodian must be assigned to every Logikcull upload.
Account-Level Custodian Reports
The custodian report allows you to gather information on how many Projects and Legal Holds any Account-Level Custodians are in.
You can download an up-to-date Custodian Report by selecting the "Download Custodian Report" button on the top right of the Custodian Tab in Account Settings:
A custodian report is also available at the Project level.
This custodian report includes information on the total number of uploads, documents, and pages that a Custodian has.
You can download the Project level custodian report from the Custodian tab of your Project settings (gear icon on top right when in a project).
