Configure a new legal hold notice template
Configure a legal hold notice template to align with your organizational requirements.
Before you begin
Role required: sn_lg_ops.legal_config
Procedure
Navigate to All > Document Templates > All Document Template.
Select New.
Select HTML Document Template.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Name of the template. |
| Application | The application to which the template belongs, which in this case is Legal Hold Notification.Legal Hold Notification. |
| Table | Table associated with the type of template, which in this case is sn_lg_matter_task. The table determines the available variables that can be used. Note: The tables that are listed are based on the application scope that is selected. |
Fill in the remaining fields as needed.
For more information, see Configure an HTML document template.
Select Publish.
Result
A new legal hold notice template is created.
Parent Topic:Configure Legal Hold Notification