---
title: "Custodian IQ"
slug: "custodian-iq-1"
tags: ["Custodian Management", "custodian", "CustodianIQ", "IQ", "Lift", "Lift Hold", "Preservation Location", "bulk actions"]
updated: 2026-08-03T12:58:36Z
published: 2026-08-03T12:58:36Z
canonical: "docs.revealdata.com/custodian-iq-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Custodian IQ

### Overview

CustodianIQ is a custodian centric approach for managing joiners, leavers, and movers in the organization which allows Hold Managers to execute bulk actions, like lifting custodians from multiple Holds.

### List of Custodians

To access, open the Admin menu, and select **CustodianIQ.**

In the CustodianIQ page, you will see all listed Custodians with their respective Email, Department, Hold, Matters, Termination Dates, and Custodian Labels.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/custodian-iq-screen.png)

In the top right, you can filter which Custodians you want to see. Users can choose between:

- Show All Custodians
- Leaves This Week
- Leaves Next Week
- Leaves This Month
- Leaves Next Month

### Custodian Actions

Select the ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/actions-button.png) dropdown, and choose whether you want to add custodians to a hold, lift from holds, or manage their communication status.

#### Add to Holds

1. Select the **Custodians** from the list.![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202026-06-30%20151152.png)
2. Select **Holds**. Only active hold will be displayed.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/add-custodian-to-hold-action.png)
  1. Click **Next**.
  2. A **confirm** modal will appear summarizing your selections.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/confirm-selection.png)
  3. To finalize, click **Confirm**.
3. The bulk request is accepted and will be processing. Status updates will be visible in the Audit Logs.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/request-submitted-custodian.png)

#### Lift from Holds

1. After selecting the appropriate Custodians from the Custodian IQ screen, the Lift from Holds modal appears.
2. Select on the holds you want to lift and click **Review & Confirm**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-11%20150146.png)

1. After reviewing the selected holds, click on **Lift from Holds**.

> [!WARNING]
> **Important**
> 
> When choosing to Lift a Custodian from a Hold, the action cannot be reversed.

1. After lifting the Custodian, the following confirmation message will appear:

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-11%20150903.png)

#### Manage Communication Status

1. Select the Custodians whose communication status you want to manage.
2. Select a **New Communication Status** in the dropdown:
  1. **All Communication**
  2. **Notice Only**
  3. **Silent**

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/manage-communication-status(1).png)

1. Click **Continue.**![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/confirm-communcation-status.png)
2. **Confirm** the Communication Status.

### Custodian Details

To view Custodian Details, select the **View Details** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-11%20152755.png) .

Before lifting a custodian, Hold Managers can go over the Custodian Details and view all this to check if they can lift that person.

1. The **Overview** tab contains the Current Holds in which the custodian is in. Users can select each Hold Name, for which the corresponding Custodial Labels and Custodian Notes will appear.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/communication-status-custodian-overview.png)
2. The **Preservation** tab users can see in which Preservations they are part of. Users can se where the data is being preserved through the Preservation Location column. To see each Holds location, press the down key arrow.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-11%20161337.png)

1. In the **Questionnaires** tab you can view each Holds questionnaire and review them. The option to download it as PDF is also available.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-11%20153825.png)

Hold Managers can also complete a questionnaire on behalf of a custodian who is unavailable, unresponsive, or has left the organization.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/questionnaire-custodian-tab-fillin.png)

After selecting the **Complete Questionnaire on behalf of this custodian** button, the following modal appears:

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/modal-questionnaire-fillin.png)

1. **Select** your desired Questionnaire.
2. **Specify the reason** why you are completing it in behalf of the custodian.
3. Click **Apply**.
4. Fill out the questionnaire.
5. Click **Complete**.