A Legal Hold retains content related to a legal matter, securing all files created by selected users (referred to as custodians) within the specified date range. Typically, legal holds occur when litigation is pending or anticipated, when your company is subject to a government investigation or internal audits, or when any other matter forces your company to hold on to their records. This article will teach you how to create a legal hold policy and make edits to existing legal holds. 

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Create a Legal Hold Policy

Make Changes to a Legal Hold Policy

View Files Under a Legal Hold

Download Files Under a Legal Hold


Create a Legal Hold Policy

  1. From Secure and Govern, open the Legal Holds tab and select Add Legal Hold.

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  2. Enter the Legal Hold Name, Description (optional), and Legal Matter.

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  3. Select the Sources you would like to include in the legal hold

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  4. Define the policy criteria for your legal hold:
      • Date range for the hold to be active for
      • Whether the hold should use any or all of the criteria that you select
      • Criteria
        • Custodians - Hold files accessed, modified or deleted by selected users
        • Folders - Files within selected folders will be subject to this legal hold.
        • Classification Policies - Files matching selected classification policies will be retained.

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  5. Review the configuration and Publish or Cancel creation of the legal hold.

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Make Changes to a Legal Hold Policy

  1. Open the Legal Holds tab, click the three dots next to the legal hold you'd like to adjust, and select the appropriate option from the drop-down.

    Edit: Make changes to the existing legal hold policy
    Close: Release the files held in retention under the legal hold policy
    Delete: For an Open legal hold policy, it releases all documents held in retention and deleted the legal hold policy. For Closed policies, it will only delete the legal hold policy.

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  2. If you selected Edit, click Edit Legal Hold once your changes have been made to apply them to the policy.

View Files Under a Legal Hold

  1. Open the Legal Holds tab, click the three dots next to the legal hold you would like to adjust, and select Show results.

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  2. From here, you can select Export File List to download a .xlsx file or click Show file to view the file in Connect.

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Download Files Under a Legal Hold

  1. Open the Legal Holds tab, click the three dots next to the legal hold you'd like to adjust, and click Show results.

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  2. From here, you can click Download Files to download the actual set of files held under the legal hold. You can also specify if you want to include all file versions and recreate the folder structure in the downloaded zip file. After selecting the options, click on Prepare Download.

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  3. Once the download is ready, you will receive a link to download the files in your email inbox.