There currently is not a bulk add custodian feature in Clearwell but there is a way to add a large number of custodians.
To add a large numbers of Custodians to Legal Hold Notices is as follows:
- If a Legal Hold does not already have an initial System Admin or Custodian Notice created, an initial System Admin or Custodian Notice needs to be created.
- In the process of creating an initial System Admin or Custodian Notice click Add Custodians to add Custodians to the Notice.
- Any Notices created thereafter will have the Custodians added to the initial System Admin or Custodian Notice populated.
Note: Custodians populated in newly created System Admin or Custodian Notices do not carry over to other Legal Holds even if the same Case is associated to multiple Legal Holds.