Configuring your report templates

To modify the terms of acknowledgement in your eDiscovery Receipt report, you must configure your report templates.

Before you begin

Make sure that you have a secure connection to the web.

What you should know

  • The account name, the account logo, and the contact information are clearly displayed in all eDiscovery receipt reports.
  • The contact information shown in your reports is specific to the account and is automatically generated from fields specified in the Account information tab.
  • The terms of acknowledgement statement is typically configured by the account administrator and can include customized criminal code statements which can vary for the office, state, region and so on.

To configure your report templates:

  1. Click Configurations > Report templates .
  2. In the Text above the audit trail table in the eDiscovery receipt section, cut and paste the Terms of acknowledgement statements that you require for your organization.
  3. In the Text below the audit trail table in the eDiscovery receipt section, cut and paste the Terms of acknowledgement statements that you require for your organization.
  4. Click Save.

Your report template is now configured.