---
title: "Legal Hold"
slug: "legal-hold-5-1"
updated: 2026-09-15T18:06:49Z
published: 2026-09-23T13:22:03Z
canonical: "wiki.cobblestonesoftware.com/legal-hold-5-1"
---

> ## 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**

*Module: Solicitations › Solicitations › 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 **Solicitation** record on legal hold preserves its integrity during legal proceedings by blocking edits and attachment changes, following the same pattern confirmed live on Contract and Request records in this environment: an "**Add Legal Hold**" item under **Manage Record Actions** in the record's **Actions** dropdown, applied immediately (producing the frozen-record banner and hiding Edit All) and lifted via the same menu item once it reads "**Remove Legal Hold**." This entry was not independently re-tested on a live **Solicitation** record, but the identical **Actions**-menu structure confirmed on two other record types in this environment makes it a reasonably confident extrapolation that Solicitations follow the same unified mechanism, in place of the legacy wiki's separate side-menu control for this record type.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789495223929.png)Solicitation Navigation![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789495242881.png)Solicitation List![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789495270284.png)Solicitation Details

# 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 **Solicitation** 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.
- This entry was not independently re-tested on a live **Solicitation** record; the grounding here extrapolates from the identical mechanism confirmed on Contracts and Requests rather than from a direct test of this record type.
- The legacy wiki described a side-menu "**Add Legal Hold**" control specific to Solicitations — in the redesigned application this is unified into the same **Actions** dropdown used across every record type.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789495301128.png)Solicitations - Actions

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789495331795.png)Solicitations - Legal Hold