How to make a print copy of a Custodian Notice from a Legal Hold in Clearwell (CW).

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Article ID: 157927

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Updated On:

Products

Endpoint Protection Integration Component

Issue/Introduction

A user needs to make a print copy displaying the body and survey questions of a Custodian Notice from a Legal Hold.

 

Cause

Since Clearwell (CW) doesn't provide a way to make a print copy of notices from Legal Holds a workaround involving a notice template and the Internet browser Print... function are required.

 

Resolution

  1. Login to Clearwell (CW).
  2. Click on All Legal Holds.
  3. Select a Legal Hold. 
  4. Click on the Custodian Notice of interest to print. 
  5. Click on Save as Template and choose a template name. 
  6. Return to the Legal Hold and click Create Custodian Notice
  7. Click on Add from Template and choose the previously created template. 
  8. A window will pop-up displaying the body and survey questions allowing a right-click action to Print... 
  9. Choose a printing method.

Applies To

 Clearwell (CW) v712