Applying legal hold to collaboration messages

Last published : Jun 07, 2026
To apply legal hold to the collaboration messages during case review
  1. From the eDiscovery tab, select theCases node to display the cases list in the main pane.
  2. Select the required case from the cases list.
Under the Cases node in the left pane acase_name node appears for the selected case.
  1. Click the case_name>Research Sets or Review Sets.
  2. Select the required search under the Research Sets or the Review Sets node.
  3. On the Collaboration tab, select the collaboration messages to which you want to apply legal hold.
    Note: Before you apply legal hold to the collaboration messages, you can view the previously applied tags, labels, and classification tags of the message in the preview pane. In the following sample image, you can see the previously applied tags, labels, and classification tags of the collaboration messages when you hover over the icons.
  4. On the action menu, click Message Legal Hold , and do any of the following as required.
    • To apply legal hold to the selected message, click Message Legal Hold.
    • To remove previously applied legal hold, click Remove Message Legal Hold.
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