Automate - Performing Legal Holds

Hover over the Legal Hold menu and select Matters.

Click the Add + button to create a new Legal Hold.

Select client from list on left side of pane. For example Sample Hold Client.

In this step we will select the matter for the legal hold, for each custodian in the legal hold a data set will be created when the custodian uploads files from the survey notice.

Select matter from list on right side of pane. For example Sample Hold Matter.

Click next.

Select the hold notice template we created in Section A of this article.

Select Sample Hold for the notice template of Hold Notice Configuration.

Select the release notice template we created in Section B of this article.

Select Sample Release for the notice template of Release Notice Configuration.

Scroll down and add a new survey notice template.

Select the survey notice template we created in Section C of this article.

Select Sample Survey - Data Collection for the notice template.

This step is optional. Enable respond by.

This step is optional. Enable remind every.

Select sample reminder notice template. For example Sample Reminder.

This step is optional. Enable escalate failed responses.

Select sample escalation notice template. For example Sample Escalation.

Click next.

Type Sample Legal Hold the name for the legal hold.

Select data repository for legal hold. For example Legal Hold Data Repository.

Select the SMTP server you created in Section D of this article.

Select Simple SMTP Server for the SMTP server of legal hold.

Enter the Scheduler URL. For example http://localhost.

Type In-house Counsel for parameter Counsel Name.

Type Description of the claim. for parameter Claim Description.

Enter contact email for parameter Contact Email, for example legal@rampiva.local.

Type Marketing for parameter Project Name.

Click next.

Select the first administrator in the available list for legal hold.

Click next.

Select two custodians in the available list for legal hold.

Click next.

Review and confirm settings.

In this step we will create our legal hold and put it into draft state, the legal hold will stay in this state until it has been activated.

Click add.

From the legal hold menu to the right of the legal hold name, click activate.

Logout of Rampiva Automate.

Login to a custodian of the legal hold.

Click on the first notice under the respond header.

In this step we are acknowledging that we are on hold.

Scroll to bottom of pane and click the checkbox.

Click submit & next.

In this step we will select files from our computer that are relevant to this legal hold.

Click the upload button.

Select some files to upload. For example select .docx, .pdf, .xlsx files from your computer.

In this step we are uploading the files that we have selected from our computer.

Click upload.

In this step we are submitting our response to this notice, once submitted a data set will be created and finalized with the files that we uploaded from our computer.

Click submit and next.

Logout of Rampiva Automate.

Log into an administrator of the legal hold.

Hover over legal hold and select matters.

Select the legal hold we created.

Select the sample legal hold.

In this step we will release all custodians from hold, this will send the release notice to all the custodians of this legal hold by email.

From the legal hold menu to the right of the legal hold name, click release.

From the legal hold menu to the right of the legal hold name, click archive.