Applying a search-level legal hold

Last published : Apr 17, 2026
Accounts with the appropriate permissions can place emails from a search on legal hold. Applying a search-level hold ensures that specific emails 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. From the E-Discovery tab, select the Cases node to display the cases list in the main pane.
  2. Select the required case from the cases list.
Under the Cases node a case_name node appears for the selected case.
  1. Under the Cases > case_name node, expand Saved Searches.
  2. Expand the Research Sets or Review Sets node that contains the Saved Search to which you want to apply the search-level legal hold.
  3. Select the required Saved Search.
  4. In the top-right corner, click Apply Search Legal Hold.
    Note: To remove a legal hold after it has been applied, clickRemove Search Legal Hold.
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