Applying or removing legal hold to files

Last published : Apr 17, 2026
To apply or remove legal hold to the files during case review
  1. From the eDiscoverytab, select theCases node to display the cases list in the main pane.
  2. Select the required case from the cases list.
Under the Casesnode in the left pane a***case_name*** node appears for the selected case.
  1. Click the case_name>Research SetsorReview Sets.
  2. Select the required search under the Research Sets or the Review Sets node.
  3. In the right pane, on the Files tab, select the files to which you want to apply legal hold.
  4. On the action menu, click File Legal Hold , and do any of the following as required.
    • To apply legal hold to the selected files, click File Legal Hold.
    • To remove previously applied legal hold, click Remove File Legal Hold.
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