Custodians can only access the Custodian portal via a secure link in a Legal Hold communication. In the portal, custodians can acknowledge their participation in a hold, answer questionnaires, view all of the active projects they're associated with, and easily address any other outstanding tasks.

• The Custodian Mac Os Catalina
• The Custodian Mac Os 11

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Custodian portal browser compatibility

Access the Custodian portal from the following browsers:

To access the portal:

1. Click the portal link in the email. This 'smart' link takes you directly to the acknowledgment or questionnaire in which the portal opens in a separate browser window to the homepage.

   Note: Use the email merge field, PORTALLINK, to include the portal URL in the communication. See Projects tab.

2. From the portal homepage, review any Tasks Requiring Attention, Completed Tasks, and any Active Holds that you're associated with. This includes acknowledgment requests and questionnaire response requests for all projects with which you're associated.

   The Active Holds grid only shows projects containing a communication that Legal Hold sent to the custodian with the Is Legal Hold flag set to Yes. See Is Legal Hold. This differentiates between FYI communications that Legal Hold sends to employees that shouldn't be treated as litigation holds.

   Note: The Custodian Portal won't display any projects in which a custodian's role in that project includes the Do Not Notify role tag.

3. Click the links to open each outstanding item.
4. Once you've acknowledged participation in a project or answered a questionnaire, Legal Hold sends an acknowledgment notification to the custodian if the Send Custodian Confirmation field in Legal Hold Settings is set to Yes.

If you receive a portal link expiration error, your link has expired. Click Send Link for Legal Hold to send you a new link. Kasyno online free.

Click on any of the holds in the Active Holds grid to view the corresponding communication to the hold. Holds containing multiple communications that Legal Hold sent to the custodian appear as separate entries in the Active Holds grid.

System admins can set the number of times custodians can access the portal link before it becomes invalid. See Installing Legal Hold.

Customizing the Custodian Portal

The Custodian Mac Os Catalina

System admins can customize the Custodian Portal's for the custodians in Legal Hold projects. To customize the portal, navigate to the Custodian Settings tab. For more information on the Custodian Settings, see Custodian settings. Update the portal title, customize the image, the access, and the link expiration in this tab.

The Custodian Mac Os 11

Update the Portal Title field to a title that works with the name of the company, the litigation, or the custodian. The limit of characters for the Portal Title is 95 characters by default. To update the number of characters, see Fields. The Portal Title appears on the top left of the Custodian Portal. Acer nplify 802.11b g n driver windows 10.

The system admin can also set the Portal Custom Image in the Custodian Settings. The portal custom image appears in the top left of the Custodian Portal next to the Portal Title. The size of the image is hard coded to be 130px x 28px.

To set the Link Access Limit, the number of times a custodian can use the link, add a number between 1 and 100. The Link Expiration is the number of days the link will be valid. This link can be valid for any number of days and can be set by the system admin.