Applying a search-level legal hold

Last published : Jun 07, 2026
Accounts with the appropriate permissions can place items from a search on legal hold. Applying a search-level hold ensures that specific items remain on hold even if a case-level legal hold is removed.
You can apply a search-level legal hold to Research or Review sets.
To apply a search-level legal hold
  1. On the eDiscovery tab, selectCases to view a list of cases.
  2. Search for and select the required case from the list of cases.
  3. Under the Cases node, in the left pane, acase_name node appears for the selected case.
  4. Select the case_name>Research Sets or Review Sets
  5. Select the required search under the Research Sets or the Review Sets node or the node.
The search displays its results.
  1. In the top-right corner, click Apply Search Legal Hold.
Related information

Note

  • The default limit for applying search-level legal hold in a search result is 1000000 items, including emails, collaboration messages, and files. For any technical support, contact Arctera Support via your system administrator.
  • The application displays a notification indicating that applying search-level legal hold is in progress and may take some time to complete.
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  • To remove a legal hold after it has been applied, select the same search, and click Remove Search Legal Hold. However, if the applying search-level legal hold operation is in progress, the** Remove Search Legal Hold** option remains disable as shown in the sample image above.