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Use the communications editor

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Important

This article applies only to the classic eDiscovery experience. The classic eDiscovery experience will be retired in August 2025 and won't be available as an experience option in the Microsoft Purview portal after retirement.

We recommend that you start planning for this transition early and start using the new eDiscovery experience in the Microsoft Purview portal. To learn more about using the most current eDiscovery capabilities and features, see Learn about eDiscovery.

As you define the content of your portal content, legal hold notifications, and related reminders/escalations, you can use the Communications Editor to format and dynamically customize your content.

Tip

If you're not an E5 customer, use the 90-day Microsoft Purview solutions trial to explore how additional Purview capabilities can help your organization manage data security and compliance needs. Start now at the Microsoft Purview trials hub. Learn details about signing up and trial terms.

Rich text editor

The Communications Editor allows user to customize the text using the editor options. For example, users can change font types, create bulleted lists, highlight content, and more.

Merge field variables

You can use email merge variables from the Communications Editor to embed customized custodian attributes into a communication's body text. When sent to the custodian, the merge field will be populated with the corresponding field. For example, when sent to custodian John Smith, the merge field [Custodian Name] would be translated with the corresponding name.

You can use email merge fields by selecting the Merge field icons on the top of the rich-text editor control. The placeholder will be added based off the location of the users' cursor.

List of merge field variables


Field name Field details
Display Name The custodian's first and last name.
Acknowledgment Link A customized link to record each custodian's acknowledgment.
Portal Link A customized link for the custodian's Purview portal.
Issuing Officer The email address of the specified issuing officer.
Issuing Date The date that the notice was issued (UTC).