To view and manage existing legal holds, expand the panel Maintenance in the sliding navigation menu and select Legal Holds. The sliding legal holds search panel contains the list of all legal holds. To display the search panel, click:
Select a legal hold to display the assigned documents. If you select a document, a preview will be displayed in the right sliding panel. The document preview is similar to a standard ImageMaster document preview (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.
In this view you can do the following:
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display documents assigned to a legal hold
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view history of legal hold assignments
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release a legal hold
This action is only available if you have enough permissions.
To display documents assigned to a legal hold
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Expand the legal hold search panel by clicking:
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Select the corresponding line in the legal holds list.
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View the assigned documents in the list (also see Maintenance – legal holds).
You can work with the 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 a history of legal hold assignments
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Expand the legal hold search panel by clicking
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Select the box Include Inactive Holds.
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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 documents that have been removed from a legal hold.
To remove a legal hold
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Expand the legal hold search panel by clicking
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Select the legal hold to be deleted.
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Click Release Selected Hold to remove the legal hold from the system.
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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 are 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.