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

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

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.

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