Custodians

A custodian is the original owner of an electronic document; that is, the person from whom the electronic file or folder was obtained. Use the Custodians page to add and edit the names of the custodians in Nebula. You can also import lists of custodians from a text file.

To view the Custodians page

  • Click Import > Admin > Custodians.

To add a custodian

  • In the Custodians menu bar, click the Action icon and select + Add.
  • In the Add Custodian window, enter the Name of the custodian and click Save.

To add a list of custodians from a text file

  • In the Custodians menu bar, click the Action icon and select + Add List.
  • In the Add custodian list window, click + Choose file and select the .txt file with the list of custodians.
  • Note: You can also copy and paste names to the Add List section from a spread sheet or type the names, one custodian per line.

  • Click Verify, then click one of the following:
    • Download as CSV: Download a CSV report of the custodians in the Add List section.
    • Download as Tab: Download a tab delimited text document of the custodians in the Add List section.
    • Add custodians: Add the custodians and view them on the Custodians page.

To edit a custodian

  • In the Custodians list, locate the custodian you want to edit, click its Action icon and select Edit.
  • In the Add Custodian window, update the Name and click Save.