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LegalHold 3.1.0 Release Notes

This topic outlines features and issue resolutions in LegalHold version 3.1.0.


How to Read the Release Notes

The feature enhancements, known issues, and bug fixes on this page are broken down in the following way, respectively:

  • A description of the issue or feature

  • Internal tracking code

  • Salesforce case number, if applicable

  • Additional information (for features)




We introduce the following features and enhancements:


  • We introduce Contact Me, a messages tracker between the hold issuer and the custodian. Instead of dealing with custodian informal responses, you can keep track of all messages within LegalHold. Contact Me has the following features:

    • Custodians can access Contact Me from My Holds > Notice Response.

    • Administrators can configure Contact Me in the Hold and Reminders Customization page and enable it in System Settings.

    • Hold admins and system admins can track and respond to messages in Manage Holds > Notice Response Status.

    • Custodians, hold admins, and system admins can send messages and add comments.

    • Configurable notification emails.

Tracking code: LH-9949, LH-11619, LH-11620, LH-11621, LH-11975


  • Now, whenever a recipient changes their initial response to a LegalHold questionnaire, the hold issuer receives an email to let them know about the change.

Tracking code: LH-10487


  • We introduce a new Questionnaire History tab in the following UIs:

    • Questionnaire History > Hold Administrator > All Active Holds View Questionnaire Response 

    • Questionnaire History > My Holds > View Questionnaire Response

Questionnaire History lets hold administrators and custodians keep track of all changes that a particular custodian has made to active hold questionnaires. 

Tracking code: LH-11740, LH-11753


  • On the LegalHold module, now you can save the following query options:

    • View preference

    • Sorting preference

    • Filters

    • Tables search type

Tracking code: LH-10984


  • In Custom Designer Report now you can search data by C-level Executives. Also, People now contains a new field Group.

Tracking code: LH-11512, LH-11652


  • Now you can search People by full name. Before you could only do searches by first name or last name, not both. 

Tracking code: LH-11384


  • We have included C-level Executives column in Add recipients and Recipients List views in Hold creation > Recipient.

Tracking code: LH-12018


Issues Resolution


We resolved the following issues:


  • We resolved some security issues.


  • We fixed an issue with Enable Notice Approval. Even though Enable Notice Approval was disabled for a particular hold, if the global setting to send approval notices for holds in general was enabled, the global setting took precedence and the notice was sent.

Tracking code: LH-9972


  • In Add People, all toggles displayed Yes even though they were turned off. 

Tracking code: LH-11639


  • We fixed an issue with Custodian Import Audit Notification and Hold Notification email which showed an invalid date format.

Tracking code: LH-11603, LH-11844


  • On Released Hold > Hold Notice, Notice displayed the Release Hold notice instead of the Hold notice.

Tracking code:  LH-11934


  • We fixed an issue in which Holds on Recipients Report couldn’t export data to a CSV file.

Tracking code:  LH-11403

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