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All Holds Page

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This page details about the All Holds page, what information administrator users can gain by viewing this page, and the actions that can be completed.

All Holds Page

All Holds view that displays holds across all statuses (Unsent, Active, and Released) in a single page. This  view includes search, filtering, sorting, and customizable column display options. An inline filter panel lets users quickly narrow results, while user-specific column preferences can be saved and reset to the default layout when needed.

Hold administrators can access this page by selecting Manage Holds > All Holds from the Home page.

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What Actions Can I Perform from this Page? 

  • View Hold Details by selecting the Hold Number or Hold Name link for a hold
  • Create a new legal hold by selecting Create New in the upper-right corner of the page.
  • Filter holds by using the Hold Status, Matter Type, Contact, User, and Date Range filters.
  • Favorite a hold by selecting the star icon next to a hold record.
  • Search for a hold by entering a hold name, hold number, matter name, or matter number in the search box.
  • Sort the list by selecting the arrows next to a column heading.
  • Export CSV to download the displayed hold records to a CSV file.
  • Customize Columns to choose which columns appear in the results grid.
  • Reset Filters by selecting Reset to Default to clear all applied filters and restore the default results view.

Additional Hold Actions

Select the More Actions (...) menu next to a hold to perform the following actions:

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  • Edit Notice to modify the notice associated with a hold.
  • Add Recipients to add custodians or additional recipients to a hold.
  • View History to review hold-related activities, updates, and notices.
    • Manage Collections to view and manage collection activities associated with a hold.
  • Hold Responses to review recipient acknowledgments and responses.
  • Release Hold to release an active hold when preservation obligations are no longer required.

Note: The actions available from the More Actions menu depend on the hold status and your permissions.

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