---
title: "Settings"
slug: "settings"
tags: ["Admin Center", "Subscriptions", "Settings"]
updated: 2026-10-22T15:15:33Z
published: 2026-10-22T15:15:33Z
canonical: "docs.revealdata.com/settings"
---

> ## 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.

# Settings

### Edit the Default Notification Settings

The Settings tab enables the Global Hold manager to set the notification schedule according to their company procedures.

1. From the menu on the left, select **Admin Center > Subscription > Settings**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/settings-step.png)
2. From the Default Hold Message Settings window, select **Edit**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-05%20165747.png)
3. Change the Schedule Settings accordingly.![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/schedule-settings.png)

#### Reminder Notification

Use the **Reminder Notification** to send follow-up notifications to custodians who have not yet completed the required action for a Hold Notice.

1. Turn on the **Reminder Notification** toggle.
2. In **Send reminder**, enter the number of days after the **Hold Notice** when the first reminder should be sent.
3. Configure how often the reminder should repeat.
4. Choose the total number of reminders you want to send.

#### Escalation Notification

Use **Escalation Notification** to schedule an escalation after a Hold Notice is sent.

1. Turn on the **Escalation Notification** toggle.
2. In **Send escalation**, enter the number of days after the **Hold Notice** when the escalation notification should be sent.

#### Awareness Notification

Awareness notifications can be sent using **Individual Mode** or **Consolidated Mode**. Only one mode can be active at a time, and the selected mode applies to all holds within the subscription.

**Individual Mode** manages awareness notifications separately for each hold, with each hold using its own template and schedule. Custodians assigned to multiple holds receive a separate awareness notification for each hold.

**Consolidated Mode** combines a custodian’s eligible active holds into a single email and uses a subscription-level template and schedule, reducing repetitive notifications and simplifying administration.

1. In the **Schedule Settings** modal, turn on **Awareness Notification**.
2. Select **Individual Mode** or **Consolidated Mode**.
  1. After selecting **Individual Mode**, specify the number of days between awareness notifications using the **Send awareness each [X] days after Hold Notice** field.
  2. When selecting **Consolidated Mode,** one awareness notification is sent to each custodian containing all of their eligible active holds. The configuration applies at the subscription level.
    1. Choose the **Frequency** to configure how often consolidated awareness notifications are sent:
      - **Weekly:** Select the **Day of the Week** and **Time** for the notification. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/consolodated-weekly.png)
      - **Monthly:** Configure the **Monthly Recurrence** and **Time**. You can schedule the notification for a specific day of the month or use the available recurrence options.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/consolidated-awareness.png)
3. In the **Consolidated Template** step, select the Awareness Notification template you want to use.
  - The selected template should include the **Custodian Holds** placeholder. This placeholder generates a personalized list of the custodian’s eligible active holds in the consolidated email, including information such as the **Hold Name**, **Matter Name**, **Hold Owner**, and **Issued On** date. If the selected template does *not include* the **Custodian Holds** placeholder, Reveal displays a warning below the field. You can still save the configuration, but the consolidated email will not include the list of holds.
  - Custodians with **Silent** or **Notice Only** communication status are excluded for the applicable holds. If a custodian has no other eligible holds, no consolidated awareness notification is sent.
4. To send a consolidated awareness notification outside the configured schedule, select **Manual Consolidated mode**, then select **Send Consolidated Awareness Notification**.
5. Click **Save**.

When **Consolidated Mode** is active, existing hold-level awareness settings are preserved but cannot be used to schedule individual awareness notifications, as only one mode can be active per subscription at a time. Individual holds can still be included in or excluded from consolidated awareness notifications. Excluded holds receive no awareness notifications while Consolidated Mode is active.

To include or exclude a hold, go to the hold's **Scheduling** tab and select **Edit**. For more information, see [**Scheduling**](/reveal-hold-new/docs/scheduling-1).

When **Consolidated Mode** is active, existing hold-level awareness settings are preserved but cannot be used to schedule individual awareness notifications. Only one mode can be active per subscription at a time. Holds can still be included in or excluded from consolidated awareness notifications.

> [!NOTE]
> Note
> 
> Changes to Consolidated Awareness settings are recorded in [**Audit**](/reveal-hold-new/docs/work-with-audit-and-tenants-audit). This includes events such as changes to the selected template, schedule, and other subscription-level configuration. Manual consolidated notification runs are also recorded, including information about the run and the custodians notified.

### Edit Approval Workflow Setting

The **Approval Workflow setting** provides a structured review and approval process before a hold is issued or reissued. Approval Workflow settings are configured by a **System Administrator** from **Admin Center > Subscription > Settings** and apply at the subscription level, affecting every tenant within the subscription. Each approval is recorded to provide a clear audit trail of what was approved, by whom, and when.

The Approval Workflow involves the following roles:

- **System Administrator** – Configures the Approval Workflow Settings.
- **Matter Manager** – Prepares holds and submits them for approval. Matter Managers cannot approve holds.
- **Global Hold Manager** – Prepares and submits holds for approval and can also approve holds submitted by other users. Global Hold Managers cannot approve their own requests.

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

1. Click **Edit**.
2. In the **Approval Workflow Settings** modal, configure how holds can be issued.
  1. When **Require approval before issuing hold notices** is turned off, select one of the following:
    1. **Direct issue only** – Holds are issued directly without an approval step. Users are not given the option to request approval during the issuing process.
    2. **Approval optional** – Users can choose whether to issue a hold directly or request approval from an eligible approver.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/approval-workflow-settings-modal.png)
  2. Turn on **Require approval before issuing hold notices** to make approval mandatory. Users must request and receive approval before a hold can be issued. When approval is required, choose how approvers are selected:
    1. **Choose any approver** – Approval requests can be sent to any eligible approver in the subscription.
      - An eligible approver must be an **active application user** with the **Approve Hold** permission and the **Global Hold Manager** role. The approver must also be someone other than the requester. If no eligible approver exists in the subscription, the approval request cannot be submitted and the requester is prompted to contact an administrator.
    2. **Choose from approved list** – Approval requests can only be sent to a predefined list of approvers configured by the System Administrator. Use this option when approval requests need to be routed to specific individuals.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/approval-workflow-settings-2.png)
      - When this is selected, an additional step appears where you can define the approved list. Select at least **two approvers**, then click **Save**. Approvers are added after clicking the **+ Add Approver** button.

### Edit Email Integration

As an Administrator you can use the option to select which email integration is allowed to be used by the users.

1. From the Allowed Email Integrations window, select **Edit.**

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-05%20170625.png)
2. Check the box of the Email Integrations you wish to use. If more than one integration is selected, click down arrow to set your Default Email Integration.
  - If **Legal Hold Email** is selected as the only available integration, it is automatically enabled for all existing and new users. Previously configured email integrations are not reactivated automatically.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/selecte-integrations.png)
3. Click **Save**.

> [!NOTE]
> Note
> 
> When **Microsoft 365 Shared Email** is selected, it automatically becomes the default and only available email integration for all users, without requiring individual authorization. Other email integration options become unavailable, but their configurations are preserved. If the shared mailbox is disabled, the previously allowed integrations are restored.
> 
> 
> 
> For instructions on creating the shared mailbox integration, see [Integrate with Microsoft 365 Shared Email](/reveal-hold-new/docs/integrate-with-microsoft-365-shared-email).