Integrate with Zoom

Reveal Hold supports in-place preservation of Zoom data, allowing Hold Managers to place custodians’ Zoom data on legal hold directly in Zoom. Once a hold is issued, Reveal Hold automatically initiates preservation for custodians associated with an enabled Zoom location. Preservation statuses can be monitored in Reveal Hold, and the legal hold can be released when it is no longer needed.

To configure Zoom preservation, your organization's Zoom account must include Legal Hold, and a Zoom administrator must authorize access. Zoom must also be enabled as a preservation provider for your Reveal Hold subscription. If it is unavailable, contact Reveal Support.

The setup requires administrative permissions to create integrations and locations, along with the appropriate hold-management permissions to issue and lift holds.

Create a Zoom integration

1. Go to Admin Center > Subscription > Integrations and click .

2. Under Integration Type, select Zoom.

3. Under Tenant, select the tenant you want to associate with the integration. Only tenants without an existing Zoom integration are available.

4. Click Next.

5. In the Zoom sign-in window, sign in with a Zoom administrator account and approve the requested permissions, including legal hold access.

6. Once authorization is complete, return to Reveal Hold.

The Zoom integration appears in the Integrations grid with its State set to Enabled.

Important

Zoom integrations created before in-place preservation was introduced do not include legal hold access. Edit the existing integration and reauthenticate with Zoom to grant the required permissions. Otherwise, preservation requests will fail.

Create a Zoom preservation location

1. Go to Admin Center > Subscription > Locations and click .

2. Enter a Name for the location.

3. Under Preservation Type, select Zoom. The Source is automatically set to Zoom.

4. Under Tenant, select the tenant associated with the Zoom integration. Only tenants with an enabled Zoom integration are available.

   

5. Click Save.

The Zoom location appears in the Locations grid.

Preserve Zoom data

Once the Zoom integration and preservation location are configured, you can enable Zoom preservation for custodians in a hold.

1. Go to Hold Management and click Create Hold, or open an existing hold.

2. Enter the required hold details and save.

3. Open the Custodians tab and add the custodians whose Zoom data needs to be preserved.

4. Open the Preservation tab and click Edit Preservation Settings.

5. Enable the Zoom preservation location you created.

6. Click Save.

7. Click Issue Hold, then click Yes in the confirmation dialog.

A Hold issued successfully message appears, and Zoom preservation starts automatically.

Note

Each custodian's email address in the Reveal Hold Address Book must match their Zoom sign-in email address. Email matching is case-insensitive. If no matching Zoom user is found, the custodian's preservation status displays Not Present, and no Zoom data is preserved for that custodian.

Review preservation status

After issuing the hold, you can monitor Zoom preservation in the hold's Activity and Preservation tabs.

1. Open the Activity tab to monitor the preservation request while it is processing. The activity usually completes within a few minutes and disappears from the tab once finished.

2. Open the Preservation tab to review the status of each custodian.

Once preservation is complete, the custodian's status changes to Preserved Automatically, indicating that their Zoom data is on legal hold in Zoom.

The following statuses may appear during the preservation process. Failed requests are displayed in the Activity tab.

Verify preservation in Zoom

You can also verify that the legal hold has been applied directly in Zoom.

1. Sign in to the Zoom web portal with a Zoom administrator account.

2. Navigate to Account Management > Reports > User Activity Reports > Legal Hold for Zoom Chat.

3. Verify that the custodian's Zoom user appears in the legal hold records.

Lift Zoom preservation

When the hold is no longer required, you can release the preservation in Zoom.

1. Open the hold in Reveal Hold.

2. Click Lift Hold and confirm the action.

The Zoom custodian's status changes to Automatic Preservation Lift Pending while Zoom processes the request. Once completed, the status changes to Lifted, indicating that the legal hold has been released in Zoom.

Troubleshoot Zoom preservation

The following table describes common issues and how to resolve them.