---
title: "Legal Hold"
slug: "legal-hold"
updated: 2024-04-17T14:24:58Z
published: 2024-04-17T14:24:58Z
canonical: "wiki.cobblestonesoftware.com/legal-hold"
---

> ## 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**

**Employee/User Details: Legal Hold**

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

![Click Add Legal Hold](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(278).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.

![Legal Hold validation message populated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/legal-hold-image-0781g9oe.png)

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

![Click Remove Legal Hold](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(209).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.

## Legal Hold Configuration

Admin users can navigate to the Legal Hold Configuration Page found in Manage/Setup, and can make changes on what information is allowed to be changed or ran while a record is on legal hold. Each record area (Contracts, Requests, etc.) can have different settings. Administrators can also assign non-admin users the permission to perform legal holds on records.

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

Note: Users assigned the permission through security groups and admin license individuals must be updated through the user permissions page and can not be given the permission through the Legal Hold Configuration page  

**Run Workflow on Hold:** Set as 'Enabled' to allow Workflows to run when record is on Legal Hold.

**Attachments: Add Attachments:** Set 'Enabled' to allow Attachment Adding when record is on Legal Hold.

**Document Collaboration with Legal Hold:** Set 'Enabled' to Allow Document Package Merging & Signing if record is on Legal Hold.

**Subtables: Restrict Add Records:** Checked subtables will not allow records to be added when main record is on Legal Hold