Learn how to work with LEGAL HOLD: Watch our short Quick Start Videos below.
Hold Management
In this session, you'll learn how to manage and track your holds. View, filter, and sort all available holds.
For more information, see Hold Management.
Hold Creation
In this session, you'll learn the recommended flow (best practice) of creating a hold. This will include adding custodians and defining the messages to be sent to them.
For more information, see Create a Hold. Please also view the subtopics.
Hold Acceptance
In this session, you'll learn about the custodian acceptance process and how to reach out to them.
Please refer to the Custodians topic for all information on how to reach out to custodians.
Hold Questionnaires
In this session, you'll learn the basics of creating questionnaires to be sent with messages.
For the full list of question types you can use in your questionnaires, please refer to Questionnaire Templates.
Hold Reports
In this session, you'll learn the reports available to you and how to view/download them.
Also, view the Reports topic.