Managing legal holds

To view and manage all existing legal holds, expand the panel Maintenance in the sliding navigation menu and select Legal Holds: the window with documents assigned to a legal hold is displayed. Sliding legal holds search panel contains the list of all legal holds. To display the search panel, click . Select the legal hold to display the hit list of the assigned documents. If you select a document, the preview will be displayed in the right sliding panel. The document preview is similar to a standard ImageMaster document preview. For more details see Document preview in [UM WorkplaceClient].

Each grid list in the sliding legal holds search panel or in the documents hit list panel can be sorted and filtered.

Figure 255: Maintenance – legal holds

In this view you can make the following actions:

  • display documents assigned to a legal hold

  • view history of legal holds assignment

  • release a legal hold

    This action is only available if you have sufficient permissions.

To display documents assigned to a legal hold

  • Expand the legal hold search panel by clicking .

  • Select the corresponding line in the legal holds list.

  • View the assigned documents in the hit list (cf. a hit list of search results in Maintenance – legal holds).

You can work with the hit list in the same way as with a standard hit list described in [UM WorkplaceClient]: you can select different tabs for document types, perform actions, open document previews or go to a document view.

To view history of legal holds assignment

  • Expand the legal hold search panel by clicking .

  • Select the box Include Inactive Holds.

  • Click “Reset” . All previously aborted legal holds will also be displayed.

  • Click on a legal hold to view the list of assigned documents; this is also applicable for inactive legal holds and for the documents that have been removed from legal hold.

To remove a legal hold

  • Expand the legal hold search panel by clicking .

  • Select the legal hold to be deleted.

  • Click Release Selected Hold to remove the legal hold from the system.

  • Confirm the deletion in the dialog.

The deleted legal hold disappears from the list of active legal holds. You may still view it in the history of assignments (see description above).

The assigned documents will be removed from the released legal hold at midnight, when the corresponding service runs. To remove the “Delete protected” status from a document immediately, go to the Legal Holds window for this document and unassign all legal holds from the document.