---
title: "Legal Hold"
slug: "legal-hold-2"
updated: 2025-02-20T19:15:39Z
published: 2025-02-20T19:15:39Z
canonical: "wiki.cobblestonesoftware.com/legal-hold-2"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Legal Hold

### **Legal Hold**

**Request Details: Legal Hold**

A System Admin User or any User with the **Setup: Manage Legal Holds** Permission assigned can manage a Request Record’s **Legal Hold** Status. To put a record on Legal Hold, click **View All Actions** then click **Add Legal Hold.**

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Request%20Add%20Legal%20Hold.PNG)

A banner, as seen below, appears along the top of the record, and in the Notices and Alerts box accessible by clicking the Record Alerts box on the sidebar. Fields are locked from editing and Attachments can no longer be added or deleted.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Request%20Legal%20Hold%20Banner.PNG)

To remove the Legal Hold, click **View All Actions** on the sidebar, then click **Remove Legal Hold.**

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Request%20Remove%20Legal%20Hold.PNG)

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

**Manage/Setup** > **Application Configuration** > **Config 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.