Creating data boxes

You must create an identification box and a request for identifying data. When the data is available, you can change the identification box to a collection box or an export box by creating the appropriate request. The data box serves as a container for identifying, collecting, and exporting matter-relevant data.

Before you begin

You must be signed in with the Data boxes: Manage privilege.
Creating the mapping for adding custodians if the descriptor is set to a special person attribute if the selected descriptor is not the signin ID, the email address, or the person ID. See also Customizing attributes.
Configuring data locales.

Procedure

To create an identification box, complete these steps:

Click Matters and then click the matter that is to contain the data boxes.
On the Data Boxes page, click New Data Box.
Complete the Create Data Box window, then click Create.
On the Request Criteria page, describe the data to be identified.
On the Custodians page, add the custodians whose data is to be identified.
You can add people who exist in StoredIQ for Legal, either by selecting them from the catalog or by adding them from a CSV file.
Click Request to send the request to the data expert that is specified for the matter.