Course curriculum

  • 1

    Configuration

    • Email Delivery

    • Custodian Integration - Azure Active Directory

    • Custodian Integration - Google Active Directory

    • Custodian Integration - Manual Import

    • Custodian Integration - Custodian API Import

    • Settings

    • Knowledge Check #1
  • 2

    Legal Holds

    • Email Templates

    • Hold Templates

    • Issue Hold

    • Hold Management

    • Knowledge Check #2
  • 3

    Questionnaires

    • Create Questionnaire

    • Send & Manage Questionnaires

    • Knowledge Check #3
  • 4

    In-Place Preservations & Integrations

    • M365 Preservations

    • Google Preservations

    • Box.com Preservations

    • Slack Preservations

    • Other Integrations Casepoint API

    • Knowledge Check #4
  • 5

    Custodian Training

    • Responding to Legal Hold

    • Custodian Portal

    • Responding to Questionnaire

    • Knowledge Check #5
  • 6

    Reporting

    • Reporting

    • Knowledge Check #6
  • 7

    Certification Exam

    • Preparing for the Exam

    • Legal Hold Implementation Exam
  • 8

    Conclusion

    • Learner Reflection

    • Share Your Feedback