在高級電子檔探索中使用通訊Work with communications in Advanced eDiscovery

「高級 eDiscovery」允許法律部門簡化追蹤和散佈法律封存通知的處理常式。Advanced eDiscovery allows legal departments to simplify their processes around tracking and distributing legal hold notifications. 保管人通訊工具可讓法律部門管理和自動化整個合法保留程式、從初始通知、提醒,以及在一個位置進行上報。The custodian communications tool enables legal departments to manage and automate the entire legal hold process, from initial notifications, to reminders, and to escalations, all in one location.

法律保留(也稱為「訴訟暫止」)通知是從組織法律部門傳送給員工、臨時員工或可能與法律調查相關之資料的保管人的通知。A legal hold (also known as a litigation hold) notice is a notification sent from an organization’s legal department to employees, contingent staff, or custodians of data that may be relevant to a legal investigation. 這些通知會指示保管人保留電子化儲存的資訊,以及任何可能與使用中或即將遭到的法律事宜相關的內容。These notifications instruct custodians to preserve electronically stored information as well as any content that may be relevant to an active or impending legal matter. 法律團隊必須知道每位保管人都已接收、閱讀、瞭解,並同意遵循指定的指示。Legal teams must know that each custodian has received, read, understood, and has agreed to comply with the given instructions.

組織在瞭解即將訴訟或法規調查的情況時,可保留相關的資訊。An organization has a duty to preserve relevant information when it learns about an impending litigation or regulatory investigation. 為了符合調查的保留需求,組織應該立即通知潛在的保管人保留相關資訊的責任。To comply with the preservation requirements of an investigation, the organization should immediately inform potential custodians about their duty to preserve relevant information.

使用高級電子檔探索,法律團隊可建立及自訂其法律封存通知工作流程。With Advanced eDiscovery, legal teams can create and customize their legal hold notification workflow. 管理員通訊工具可讓法律團隊設定下列通知和工作流程:The custodian communications tool lets legal teams to configure the following notices and workflows:

  1. 發行通知: 從法律部門向保管人發出(或發起)法律封存通知,其可能會有有關案例的相關資訊。Issuance notice: A legal hold notice is issued (or initiated) by a notification from the legal department to custodians who may have relevant information about the case matter. 此通告會指示保管人保留任何可能需要的資訊以供探索。This notice instructs the custodians to preserve any information that may be needed for discovery.

  2. 重新發佈通知: 在此情況下,您可能需要保管人以保留之前所要求的內容(或較少的內容)。Re-Issuance notice: During a case, custodians may be required to preserve additional content (or less content) than was previously requested. 在此案例中,您可以更新現有的保留通知,並重新將其發佈給保管人。For this scenario, you can update the existing hold notice and re-issue it to custodians.

  3. 發行通知: 一旦問題得以解決,而且保管人不再受保留需求的制約,就可以從案例發行保管人。Release notice: Once a matter is resolved and the custodian is no longer subject to a preservation requirement, the custodian can be released from the case. 此外,您可以通知保管人使用者不再需要保留內容,並提供如何在其資料中繼續其正常工作活動的指示。Additionally, you can notify the custodian that they are no longer required to preserve content, and provide instructions about how to resume their normal work activity with regard to their data.

  4. 提醒和上報: 在某些情況下,只發出通知是不夠的,無法滿足法律探索的需求。Reminders and escalations: In some instances, just issuing a notice isn't enough to satisfy legal discovery requirements. 在每個通知中,法律小組可以排程一組提醒和上報工作流程,以自動追蹤未回應的保管人。With each notification, legal teams can schedule a set of reminder and escalation workflows to automatically follow up with unresponsive custodians.

    • 提醒: 在法律保留通知發出或重新簽發給一組保管人後,組織可以設定提醒,以提醒保管人無回應。Reminders: After a legal hold notice has been issued or re-issued to a set of custodians, an organization can set up reminders to alert unresponsive custodians.

    • 上報: 在某些情況下,如果系統管理員在一段時間後仍保持無回應狀態,則法律小組可以設定升級工作流程以通知無回應的保管人及其主管。Escalations: In some cases, if a custodian remains unresponsive even after a set of reminders over a period of time, the legal team can set up an escalation workflow to notify unresponsive custodians and their manager.

如需管理保管人通訊程式的詳細資訊,請參閱下列各項:For more information about managing the custodian communication process, see the following: