Legal Hold
  • 29 Jan 2024
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Legal Hold

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Article Summary

Legal Hold   

Contract Details: Legal Hold

A System Admin User or any User with the Setup: Manage Legal Holds Permission assigned can manage a Contract Record’s Legal Hold Status. To put a Contract Record on Legal Hold, click Set Legal Hold on the side menu, then confirm via the pop-up.


Add Legal Hold

 

The user will see a prompt asking if they are sure they want to change the Legal Hold status. Click OK

Legal Hold Prompt

 

A banner, as seen below, appears along the top of the Contract Record. Fields are locked from editing and Attachments can no longer be added or deleted.

Fields are locked banner

 

To remove the Legal Hold, click Remove Legal Hold on the side menu, then confirm via the pop-up.

Remove Legal Hold on side menu

 

The user will again see a pop-up asking if they are sure they want to change the Legal Hold status. Click OK

To be able to attach new files while a record is on Legal Hold, there is a configuration setting for that. Navigate to:

Manage/SetupApplication ConfigurationConfig Settings

Make sure Security is selected for the Select Configuration Group drop down. Go to Group: Legal Hold and adjust the Disable File Uploads with Legal Hold setting.

There is also a configuration setting regarding Document Authoring and Document Collaboration processes while on Legal Hold. (Document Collaboration being only relevant if using the Document Collaboration Add-On Module)

Select Security for Select Configuration Group. Modify Document Collaboration with Legal Hold as necessary.

 



 


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