---
title: "Legal Hold"
slug: "legal-hold-5"
updated: 2024-01-30T20:17:13Z
published: 2024-01-30T20:17:13Z
canonical: "wiki.cobblestonesoftware.com/legal-hold-5"
---

> ## 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**

**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](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666640422983.png)

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](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666640618103.png)

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](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666640529457.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.

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