Release Details
Type | Category | Description |
|---|---|---|
New | CustodianIQ | CustodianIQ is a custodian-centric platform that simplifies legal hold management by making custodians the focal point of operations. This new approach will streamline frequent tasks such as managing joiners, movers, and leavers, while enabling Hold Managers to lift one or more custodians from multiple holds in a single action. It also provides a unified view of each custodian, including their Holds, Preservations, Notes, Labels, and Questionnaire responses, ensuring greater efficiency and clarity. This is the first step in a broader roadmap to deliver even more functionality and empower organizations to manage custodians with ease. |
New | Add Custodians | When adding new custodians to an issued Hold, the system will display a confirmation message before sending the legal hold notice. Previously, newly added custodians would instantly receive the legal hold notice without confirming the number of custodians added. |