Legal Hold
  • 30 Jan 2024
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Legal Hold

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Article summary

Legal Hold   

Solicitation Details: Legal Hold

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

Graphic User Interface Side Menu Actions" Add Legal Hold option

 

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

Graphic interface header - describing a page is set to  Legal Hold, locking the Record

 

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

Graphic User Interface Side Menu Actions" Remove Legal Hold option

 

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.

 

 

 

 



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