Managing Custodian Hold Policy

The Custodian Holds Policy UI for Case Management 2.0 allows users to manage custodian hold policies for their cases. This UI is intended for users who need to manage custodian-hold policies.

Users can easily create, modify, and delete policies specifying document retention based on criteria such as participants and dates. Participants can also be managed from the Custodian Holds Policy UI.

These are the key features of the Custodian Holds Policy UI for Case Management 2.0:

  • Creation of custodian holds policies based on various criteria

  • Intuitive UI for adding, updating, or deleting participants

  • Ability to specify date ranges for custodian responsibility

  • User-friendly interface with clear instructions and guidelines

  • Flexible and customizable options for managing custodian holds policies