Assign a matter owner
Assign a matter owner (fulfiller) for the legal hold matter to be responsible for managing it.
Before you begin
If the Legal Counsel Center application hasn’t been previously installed, you must install it to start using Legal Hold Notification. For more information, see Install Legal Counsel Center Workspace.
Role required: admin
Procedure
Navigate to All > Legal Request > Legal Counsel Center.
Select the List icon (
List icon\).
In the Default lists tab, navigate to Matters > All.
Select the legal matter from the list.
Update the Assignment group permission field value to Read.
In the Matter owner field, select the Search for Record icon (
Search for Record icon\) and search for and select the fulfiller to be responsible for managing this legal hold matter.
- Select Save.
Result
The legal matter state changes from New to Assigned.
A matter owner (fulfiller) is assigned to the legal hold matter.
Parent Topic:Using Legal Hold Notification