---
title: "Custodian Portal"
slug: "custodian-portal-1"
tags: ["Custodian Portal"]
updated: 2026-02-09T09:48:34Z
published: 2026-02-09T09:48:34Z
canonical: "docs.revealdata.com/custodian-portal-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 Portal

The Custodian Portal is where a Custodian or Manager can view all details pertaining to Holds that have been issued.

## Access the Custodian Portal

To access the Custodian portal:

### Custodians

1. After signing in, the Custodian Portal will appear. You will see any tasks to be completed or the below message.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/custodian-portal.png)
2. Click the down arrow next to the profile name to Log out.

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

### Hold Managers

1. Click the down arrow next to the profile name.
2. Select **Custodian Portal**.

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

The Custodian Portal window will appear.

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

## Understand the Custodian Portal

There are two areas:

1. **Holds waiting for your acceptance** where you can:
  1. View Notice

The Hold Notice displays the email body and subject. If applicable, you can download attachments.
  2. Fill in Questionnaire/ View Questionnaire
  3. Accept

Under the Hold name you can view the **Issued** date and **Status.**

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

1. **Accepted Hold**s where you can:
  1. View Notice

The Hold Notice displays the email body and subject. If applicable, you can download attachments.
  2. View Questionnaire

Under the Hold name you can view the **Issued** date, **Status** and **Accepted** date.

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