

Use Legal Hold reminders to alert entities within all of Relativity or within a specific Legal Hold project that there are tasks for them to complete.
Before sending reminders, consider the following:
Use the Relativity Legal Hold reminder functionality to automatically or manually send periodic reminders to entities within all of Relativity or within a specific Legal Hold. While the workflow for the two different reminders are similar there are differences.
Use the Project Reminder functionality to manually or automatically send periodic reminders to all active, on-hold entities within in the selected legal hold project. This is accessed from the Project Details page or from the Project Reminder tab. In the Projects Console, click the Send Project Reminder button. See Project console for more information.
Project reminders can be sent without requiring acknowledgement.
Note: Only one project reminder per legal hold project.
Use the Global Reminder functionality to automatically send periodic reminders to all active, on-hold entities to review their hold obligations.
The criteria used to determine which custodian will receive a Global Reminder is as follows:
Begin to enable a reminder, whether project or global level, by navigating to the proper reminder page. To enable a global reminder, navigate from the Global Reminder tab. To enable a project reminder, navigate to a Project Details page for a specific project. See Project Details for more information. Once the reminders are scheduled and sent, the entities will receive their emails after they are sent.
Note: You can also manually send a one-time Global Reminder. See Global Reminder console.
Note: You can also manually send a one-time Project Reminder. See Global Reminder console.
The Project Reminder is now scheduled to run.
The Schedule Email Job and Email layout contains the following fields:
Note: The following example displays the Daily frequency. See the Frequency description below for Weekly and Monthly information.
Scheduling
Frequency—the interval at which Legal Hold sends the reminder.
Status
Last Run Time (UTC)—the time stamp for the last scheduled Global Reminder.
You can send a reminder to a custodian using a specified reminder communication. Use reminders to prompt a custodian to acknowledge participation in a hold, or respond to a questionnaire if they are unresponsive. Relativity Legal Hold will send a reminder when the custodian acknowledges the hold, but has not completed the questionnaire.
You can also utilize the global reminder functionality to send periodic reminders to all active, on-hold custodians to review their hold obligations. See Enabling reminders.
To send a reminder:
You can schedule automatic reminders from the Reminder & Escalation tab.
Note: You must select the Acknowledgement Required checkbox in the Communication Details > Portal Content tab to schedule reminders and escalations for a questionnaire attached to a communication.
To schedule an automatic reminder:
You can send an escalation to a custodian's designated manager. See Legal hold reminders. Use escalations when a custodian is non-responsive or to have the manager acknowledge participation on a hold or respond to a questionnaire on behalf of the custodian.
To send an escalation:
Note: You can update reminders and escalations any time before or after you send a communication. Communications always remind or escalate according to the date that the communication was initially sent, not the date when they were enabled or disabled. See example below.
Scenario A
Scenario B
You can schedule automatic escalation from the Reminder & Escalation tab.
Note: You must select the Acknowledgement Required checkbox in the Communication Details > Portal Content tab to schedule reminders and escalations for a questionnaire attached to a communication.
To schedule an automatic escalation:
Learn to use the Global Reminder and Project reminder console in this section.
The Global Reminder console contains the following options:
On the Project Reminder page, after saving your reminder, use the Project Reminder console to send the reminders to all active, on-hold entities in the project to review their hold obligations on a specific project.
The Project Reminder console contains the following options:
Note: If the button is shaded gray, the action is unavailable or may not appear at all, depending on your permissions. See Securing a project.
No matter which reminder you are disabling, the majority of the process is the same. The only difference between disabling a global reminder and a project reminder is the location. To disable a global reminder, navigate to the Global Reminder tab and select the global reminder you wish to update. To disable a project reminder, navigate to the Project Reminder tab.
In the reminder list:
The reminder is now disabled.
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