---
title: "Legal Hold"
slug: "legal-hold-3-1"
updated: 2026-09-21T16:18:51Z
published: 2026-09-23T13:11:37Z
canonical: "wiki.cobblestonesoftware.com/legal-hold-3-1"
---

> ## 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

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Legal Hold**

*10. End Users: Vendors/Companies › Vendor/Company Details › Legal Hold*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

Placing a **Vendor/Customer** record on legal hold restricts edits and attachment changes for compliance preservation, following the same pattern confirmed live on Contract and Request records in this environment: an "**Add Legal Hold**" item in the record's **Actions** dropdown under **Manage Record Actions**, which applies immediately (producing the frozen-record banner and hiding Edit All) and toggles to "**Remove Legal Hold**" to lift it. This entry was not independently re-tested on a **Vendor/Customer** record specifically, but the identical **Actions**-menu structure was confirmed on two different record types (Contracts and Requests) in this environment, making it a reasonably confident extrapolation that **Vendor/Customer** records follow the same unified mechanism rather than the legacy wiki's separate "View All **Actions**" menu location for this record type.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1790007406956.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1790007466565.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1790007500441.png)

# 2. Key Elements

- The live application's **Add Legal Hold** / **Remove Legal Hold** mechanism, confirmed on Contract and Request records, is expected to apply identically to **Vendor/Customer** records via that record's **Actions** dropdown.
- Applying the hold is expected to produce the same frozen-record banner (edits, deletion, and file/note additions blocked) and hide the Edit All button, matching the pattern seen on other record types.
- This entry was not independently re-tested on a live **Vendor/Customer** record; the grounding here extrapolates from the identical mechanism confirmed on two other record types rather than from a direct test of this one.
- The legacy wiki described reaching this action via "View All **Actions**" then "**Add Legal Hold**" for **Vendor/Customer** records specifically — in the redesigned application this is unified into the same single **Actions** dropdown used everywhere else.