Custodian Tab Exam With Complete
Solutions
What is a custodian? CORRECT ANSWERS A custodian is an individual involved in a
hold or hold project.
What are the ways to add a custodian? CORRECT ANSWERS 1. Through the RDC.
2. Load and sync via Relativity Integration Points.
3. Manually create custodians.
What are the required fields to create a custodian? CORRECT ANSWERS First and
Last name.
What is the non required field to create a custodian? CORRECT ANSWERS eMail
What are the 3 custodian layout sections? What information do they contain?
CORRECT ANSWERS Company: Employer/Employee Information
Location: Address Information
Other: Secondary eMail, Notes, Unique ID
What does the Custodian Console allow you to do? CORRECT ANSWERS Take
actions related to custodians across multiple projects.
How do you delete a custodian? CORRECT ANSWERS Via a mass action.
What does deleting a custodian do? CORRECT ANSWERS Deletes it and its data
completely from the project
Say you want a custodian to be removed from your project but you want their data (like
relationships to other custodians) to stay intact, what must you do? CORRECT
ANSWERS Remove them from the project rather than delete by selecting the 'Remove
Custodian' option and selecting the custodian you would like to remove.
What Relativity applications use the Custodian object? CORRECT ANSWERS 1.
Relativity Legal Hold.
2. Relativity Collection
3. Relativity Processing
What functionality allows you to 'preview' the portal as a particular custodian?
CORRECT ANSWERS View Portal As.
Solutions
What is a custodian? CORRECT ANSWERS A custodian is an individual involved in a
hold or hold project.
What are the ways to add a custodian? CORRECT ANSWERS 1. Through the RDC.
2. Load and sync via Relativity Integration Points.
3. Manually create custodians.
What are the required fields to create a custodian? CORRECT ANSWERS First and
Last name.
What is the non required field to create a custodian? CORRECT ANSWERS eMail
What are the 3 custodian layout sections? What information do they contain?
CORRECT ANSWERS Company: Employer/Employee Information
Location: Address Information
Other: Secondary eMail, Notes, Unique ID
What does the Custodian Console allow you to do? CORRECT ANSWERS Take
actions related to custodians across multiple projects.
How do you delete a custodian? CORRECT ANSWERS Via a mass action.
What does deleting a custodian do? CORRECT ANSWERS Deletes it and its data
completely from the project
Say you want a custodian to be removed from your project but you want their data (like
relationships to other custodians) to stay intact, what must you do? CORRECT
ANSWERS Remove them from the project rather than delete by selecting the 'Remove
Custodian' option and selecting the custodian you would like to remove.
What Relativity applications use the Custodian object? CORRECT ANSWERS 1.
Relativity Legal Hold.
2. Relativity Collection
3. Relativity Processing
What functionality allows you to 'preview' the portal as a particular custodian?
CORRECT ANSWERS View Portal As.
