🆕Create a Hold

Overview

An eDiscovery hold preserves specific digital content for legal, compliance, or investigative purposes. By placing a hold, admins ensure that selected records cannot be deleted or modified, allowing for future review and retrieval.

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Creating a New Hold

Click the Create a New Hold button located in the top right of the window. This will bring up the Create New Hold menu.

Provide a name and description for the hold.

Click the Next button to proceed to the next step, Query.

Set the Date Range

Choose the time period for which data should be preserved. This ensures that only relevant content is retained.

The start and end date must be within 365 days of each other.

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Define Search Criteria

Refine the scope of the hold by specifying one or more of the following criteria:

• Keywords: Enter terms or phrases (for example, sensitive terms like passport or credit card numbers).

• Posted By: Filter content by a specific author.

• Team or Location: Select where the hold should apply.

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Choose Item Types

Select the types of content to be placed on hold: Posts, Updates, Messages, Chats, Files, Questions

For messages and chats, any message that matches the search criteria will trigger preservation and export of the entire conversation history for that chat.

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Review and Finalize

Click Next to proceed to the Review step. Make sure all data entered is correct as holds cannot be edited once created.

Click the Create New Hold button to complete the setup.

Your eDiscovery hold is now active and preserving the specified data.

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Next Steps

• To manage existing holds, navigate to the eDiscovery dashboard.

• Modify or release holds as necessary to comply with legal or regulatory requirements.

• Monitor data retention policies to ensure proper compliance with company and industry standards.