Applying a search-level legal hold

Last published : Apr 17, 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 eDiscoverytab, selectCases to view a list of cases.
  2. Search for and select the required case from the list of cases.
  3. Under the Casesnode, in the left pane, a***case_name*** node appears for the selected case.
  4. Select the case_name>Research SetsorReview 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.
    Note: To remove a legal hold after it has been applied, select the same search, and clickRemove Search Legal Hold.
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