If you would like to add the custodians who are associated with a matter to a legal hold. Please follow the below steps:

  • Open the legal hold in which you would like to add the custodians from the matter list.
  • In the Recipients, section click on View/Manage custodians.

  • Select Add new custodians

  • Click on Advanced search.

  • In the Search from field select Matter List and in the Matters field select the matter from which you'd like to add the custodians to a legal hold and click on Search.

  • The custodians association associated with the selected matter will be displayed. You can select the required custodians and click on Add post that the selected custodians will be added to the legal hold.