Disable attorney client privilege for a legal request

Disable attorney client privilege for a legal request.

Antes de Iniciar

Role required: sn_lg_ops.legal_fulfiller

Por Que e Quando Desempenhar Esta Tarefa

As a fulfiller, you can disable Privilege and Confidential status for a legal request to remove privileged and confidential status. The remove action is available only when the request is in the Assigned or Work in progress state. You can not change the Privileged and Confidential status of requests in Closed Complete, Closed Incomplete, or Cancelled states.

Procedimento

1. Navigate to All > Legal Request > Legal Counsel Center.
2. Click the list icon ().
3. In the Lists tab, open a legal request by selecting an option under Legal Requests.

   Option	Steps
   As an assignee	Select the Assigned to Me option. Select a request to work on. If the request is newly assigned to you, select Start Work to start working on the request. The state of the legal request is Work in progress and the document is Legal review.
   As a collaborator	Select the Collaborations option. Select a request to work on.

4. Disable Privileged and Confidential status.
   1. Click the More actions icon ().
   2. Select Remove Privileged and Confidential.
      
   3. In the confirmation modal enter work notes and select Disable.

Resultado

• The Privileged and Confidential status is removed.
• The assignment group permission is retained as it was before removing the privileged and confidential status.
• Privileged and Confidential field in the secondary header is changed to Disabled.
• In the Privileged Document Access tab, the document permissions is marked as Public.
• Stakeholders are notified of the change.