Requester
Name, department, and contact information for the party making the EDR request to enable follow-up and verification.
A well-structured EDR Form reduces ambiguity about scope, preserves chain-of-custody evidence, and documents timely preservation actions. For discovery and internal audits, the form creates an evidentiary record that supports compliance with legal holds, reduces downstream disputes, and improves defensibility in litigation or regulatory reviews.
Use role-based routing and clear fields so each party knows their action, deadline, and contact for follow-up.
Typically prepares the EDR Form, defines legal hold scope, and coordinates with IT and outside counsel. Responsible for legal instructions and confirming preservation obligations.
Receives the form, identifies systems and data sources, performs preservation or collection steps, and documents actions with timestamps and location details.
Name, department, and contact information for the party making the EDR request to enable follow-up and verification.
Full legal name, job title, and system access identifiers so IT can correlate account data and repositories.
Clear date range, keywords, custodial limits, and excluded systems to reduce over-collection and litigation disputes.
List of systems (email, file shares, cloud apps, mobile devices, backups) and relevant paths or mailbox names.
Preserve-only, collect, export format, or hold-lift conditions plus deadlines and responsible parties.
Signer name, date/time, authentication method, and audit trail entry to support admissibility.
| Field | Configuration |
|---|---|
| Authentication | Email link, SMS code, or advanced KBA |
| Routing | Auto-assign to IT and legal upon submission |
| Retention | Store signed form and audit trail for retention period |
| Notifications | Email alerts for due dates and confirmations |
Use a solution that supports conditional fields, preserves metadata, and retains logs for the required retention period.
Within 24 hours for high-risk holds
Custodian confirms within 3 business days
Typical 7–14 business days depending on scope
Deliver collected data within agreed SLA
Retain signed form per retention policy
| Criteria | Electronic Signature | Digital Signature |
|---|---|---|
| Definition | any electronic process | pki-based cryptographic method |
| Legal Basis | esign / ueta | esign / ueta |
| Typical Use | agreements, acknowledgements | high-assurance records |
| Non-repudiation | audit trail dependent | certificate-based strong |