---
title: "Legal Hold"
slug: "legal-hold-3"
updated: 2025-02-20T19:41:45Z
published: 2025-02-20T19:41:45Z
canonical: "wiki.cobblestonesoftware.com/legal-hold-3"
---

> ## 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**

**Vendor/Customer Details: Legal Hold**

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

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

A banner, as seen below, appears along the top of the record. Clicking the Record Alerts Box on the sidebar will also display the message in a Notices and Alerts window. 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/Company%20Legal%20Hold%20Banners.PNG)

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

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Company%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.