Issue a legal hold notice

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Issue the legal hold notice to the custodian to ensure timely preservation of relevant data.

    Vorbereitungen

    Role required: sn_lg_hold.legal_hold_fulfiller

    Prozedur

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. Select the List icon (List icon).
    3. In the Default lists tab, navigate to Matters > All
    4. Select the legal matter from the list.
    5. Select Start work.
      The legal matter state changes from Assigned to Work in progress.
    6. In the legal matter page, select Preview and issue hold.
      The legal hold notice appears in the window.
    7. Select Edit.

      A legal hold notice opens in an editable format.

      Legal hold notice template
    8. Customize the notice by substituting your organization's company name for placeholder text and adding any additional text you want to include.
      Warnung:
      Do not modify the JavaScript variables marked with ${ } in the legal hold template. Editing these variables might corrupt the template and prevent the legal hold notice from being generated.

      If you need to revert changes, select Discard changes.

    9. Select Save and preview.
    10. Review the edited legal hold notice and select Issue legal hold.

    Ergebnisse

    In the Activity section, a message is displayed as Legal hold notice has been sent to X custodians.

    In the Tasks tab, the state of the task assigned to the custodian changes from Draft to Assigned.

    A legal hold notice is issued to the custodian via email, with the fulfiller copied in the Cc field.

    A copy of the legal hold notice sent to the custodian is attached under the Artifacts tab within the corresponding legal matter.