Legal team cc not shown in legal hold notice template CC field

SYMPTOMS

Legal team cc not shown in legal hold notice template CC field.

CAUSE

This is by design as Legal team CC and Legal Hold notice template CC are two different fields.

RESOLUTION

There are 2 scenarios:

A hold template is used and in this hold template, a CC is added.

• Create a matter, assign an attorney and a MATTER CC
• Create a hold, the CC from the matter is carried forward
• Assign hold recipients and select the template in which you have specified a CC
• You will see the CC that you have specified in the hold template selected.

A hold template is used and in this hold template, NO cc is added.

• Create a matter, assign an attorney and a MATTER CC
• Create a hold, the CC from the matter is carried forward
• Assign hold recipients and select the template in which you did NOT specify a CC
• You will see the CC is empty. When you preview, the MATTER cc is displayed if you add the place holder ‘Names of CCd people’

APPLIES TO

3.5