Assign a matter owner

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Assign a matter owner (fulfiller) for the legal hold matter to be responsible for managing it.

    Antes de Iniciar

    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

    Procedimento

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. Select the List icon (List icon).
    3. In the Default lists tab, navigate to Matters > All.
    4. Select the legal matter from the list.
    5. Update the Assignment group permission field value to Read.
    6. 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.
    7. Select Save.

    Resultado

    The legal matter state changes from New to Assigned.

    A matter owner (fulfiller) is assigned to the legal hold matter.