When you access the menu, you see a results list of all legal hold groups. The results list includes the legal hold group name and description. You can use the legal hold name or description to filter the list. From the results list, you can select a legal hold group and apply the legal hold to records or an application as a whole in the Data Vault. You can delete a legal hold group to remove the legal hold from records or an entire application in the Data Vault.

Expand the legal hold group to view all records that are assigned to the legal hold group. The details section includes the following information:

Archive Folder and Entities

Records that are on legal hold within the legal hold group are grouped by the archive folders and entities. The archive folder is the target archive area that the entity was archived to. User privileges restrict the entities shown.

Comments

Use the comments hyperlink to display the legal hold comments. The comments provide a long text description to capture information related to the legal hold group, such as the reason why you put the records on hold. You add comments when you apply a legal hold for the legal hold group.

View Icon

You can view the list of records that are on legal hold for each entity within the group. When you view the records in an entity, the Data Discovery portal search results page appears. You can view each record individually. Or, you can export the records to an XML file or a delimited text file. You must manually select the records that you want to export. You can export up to 100 records at a time.

Print Icon

You can create a PDF report that lists all the records that are on legal hold for each entity within a legal hold group. Each entity within the legal hold group has a print PDF icon. When you click the icon, a PDF report opens in a new window. The PDF report displays the entity, the legal hold name, and all of the columns defined in the search options for the entity. You can download or print the report.