To add a custodian to a legal hold, simply navigate to the matter you are working, scroll to the scope management pane of your matters view, and click “Add Custodian”.
The Add New Custodian window will open, prompting you to search your Slack users to find the custodian in question. Use the search and filter controls to narrow down your results.
When you find the custodian you’re looking for, simply click on that custodian and “Add Custodian”.
Once a custodian is added to a matter, you can make changes to the custodian’s status by clicking the “View All Custodians” link in the scope management pane.
On click, a list of all custodians associated with a matter will display. Use the search bar to hop directly to the custodian you're working, then manage that custodian using your actions icons.
To see more info about the user (For example, to make the distinction between two custodians of the same name), click on the arrow to the right of the custodian's name.