Managing legal hold notice templates

Last published : Sep 15, 2026
As an eDiscovery Administrator, you can use the Legal Hold Notice Templates page to define reusable content for custodian and administrator notices. Templates help standardize notice content and reduce the effort required to create similar notices for different legal holds.
You can use templates to:
  • Create templates for custodian and administrator notices.
  • Add merge tokens to personalize notice content.
    Note: Merge tokens are replaced with actual values when a notice is created from a template. For example, tokens such as {HoldName}, {CustodianName}, {AcknowledgeLink}, {AcknowledgeBy}, {ReleaseDate}, and {CaseID} can be used to personalize the notice subject and body.
  • Edit template information.
  • Reuse standard notice content when creating a legal hold notice.
To create a new notice template:
  1. On the eDiscovery tab, select Legal Hold Notifications.
    The All Legal Holds page appears.
  2. Click Manage Templates.
    The Notice Templates page appears.
  3. Click New Template, and specify the following details:
    Option Description
    Template Name Enter a unique name for the notice template that clearly identifies the purpose of the template.
    Audience Select the intended audience for the template. You can create templates for custodian notices or administrator notices.
    Subject Line Enter the subject line for the notice.
    Body Enter the notice content.To reuse content from an existing active template, identify the template under Active Templates, and click the Edit icon in the corresponding row.The content from the selected template is populated in the Body field. You can review and modify the content as required.
    Insert Use merge tokens to personalize the notice subject and body.The available tokens are {HoldName}, {CustodianName}, {AcknowledgeLink}, {AcknowledgeBy}, {ReleaseDate}, and {CaseID}.To insert a token, place the cursor where you want the token to appear in the notice content, and then select the required token.When a notice is created from the template, these tokens are replaced with the corresponding legal hold, custodian, acknowledgment, release, or case values.
  4. Click Create Template.
    The newly created legal hold notice template appears on the Notice Templates page.
Related information