After selecting the folders files you want to upload, select the custodians for file collections. You can select a custodian for the entire file collection level or individual custodians for each folder and file. You can also assign new custodians to existing drop lists.
Note: "Generate_Based_On_Folder_Name" is available for folders selected from the share browser or for uploaded archives.
To assign a single custodian to all uploaded document sources
- Use the Assign Custodian drop list to select the custodian for all items in the Upload Files list.
To assign a custodian to each uploaded document source
- Use the Custodian name drop lists to select the custodian for each item in the Uploaded files list.
To add new custodians to drop lists
- If the custodian you want to assign does not appear in the Assign Custodian or Custodian name drop lists, click the Add icon .
- In the Add Custodian window, type the Name of the new custodian and click Add.