---
title: "Legal Hold"
slug: "legal-hold-6"
updated: 2026-08-27T19:35:31Z
published: 2026-09-23T12:58:03Z
canonical: "wiki.cobblestonesoftware.com/legal-hold-6"
---

> ## 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**

*03. Admin User Manual › Employee/User Management › 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 an employee record on **legal hold** restricts edits and attachment changes for legal-preservation purposes, the same pattern confirmed live on Contract and Request records in this environment: a record's **Actions** dropdown includes an "**Add Legal Hold**" item under a **Manage Record Actions** group. Selecting it applies immediately (no confirmation dialog was needed for a Request or Contract record) and a banner appears at the top of the record reading "**Legal Hold**. This record is frozen for legal/compliance reasons — edits, deletion, and adding files or notes are blocked. Use **Actions** ▸ Release **Legal Hold** to lift it," and the record's Edit All button disappears while the hold is active. The same **Actions** menu item then reads "**Remove Legal Hold**" (confirmed live), and selecting it lifts the freeze and restores normal editing immediately. Where the legacy wiki described a record-type-specific menu location (side menu, All Record **Actions**, or View All **Actions**) for reaching this action, the live redesigned application consolidates it into that record's single **Actions** dropdown for every record type, including Employees.

# 2. Key Elements

- **Add Legal Hold**, in a record's **Actions** dropdown under **Manage Record Actions**, freezes that record for legal/compliance reasons — confirmed live on Contract and Request records with the same UI pattern expected to apply to Employee records.
- Applying the hold shows an immediate banner: "This record is frozen for legal/compliance reasons — edits, deletion, and adding files or notes are blocked," and hides the Edit All button.
- The **Actions** menu item toggles to "**Remove Legal Hold**" once a hold is active, confirmed live by re-opening the **Actions** menu after applying a hold.
- Selecting **Remove Legal Hold** lifts the freeze immediately and restores normal editing, with no separate confirmation step observed for either action.
- The live application unifies what the legacy multi-page wiki described as different per-record-type menu locations (side menu, All Record **Actions**, View All **Actions**) into one consistent **Actions** dropdown across every record type.

# 3. Quick Reference Summary

[TODO: content needed]