Holds

A hold is a way of protecting content indefinitely when it cannot be removed from the system according to the normal retention schedule. This might be the result of a number of actions such a legal preservation order, a pending investigation, or a regulatory request. Content that is on hold cannot be destroyed until the hold has been released.

A workspace may have multiple holds associated with it. A document cannot be deleted from File Analysis Suite until all holds, from all workpaces, are released.

For any documents placed on hold that have not been collected, collection and full processing are triggered at the time the hold is created. You can view the status of the collection on the collection activity card on the workspace Overview page.

The Holds page is accessed from the HOLDS card on the workspace Overview page; click MANAGE ALL HOLDS or the HOLDS card header. On the Holds page, you can:

  • Filter the holds list by All Holds, On Hold, Pending Release, Released, or Release Failed.

  • Sort the holds list by Name, Status, Responsible Person and Date Created.

  • Search for a hold by typing in the Find Holds box.

  • Click the hold name to go to the Content tab and view the list of items associated with the hold.

Open the detail panel () for a selected hold to see the responsible person, the date the hold was created, the number of documents on hold relative to the number of documents in the workspace, and collection details for the documents on hold.

TIP: You have access to features and functions based on your assigned permissions. You will only see features and functions that have been enabled for the workspace you are viewing and that you have permission to see.