Question:

When a trial, product, etc. enters litigation, it may be necessary to preserve or audit any changes made to related documents. Users can apply a legal hold to documents by relating them to a Legal Hold object record. When a document is under legal hold, Vault preserves the document but allows business processes to continue.

Is there a way to extract all the documents that are applied with Legal Hold?

Answer:

Once Vault matches documents to a Legal Hold object record, Vault creates Legal Hold Item records as children of the Legal Hold, each Legal Hold Item representing a document matched with the Legal Hold.

Hence, admins can create a report with documents and legal holds based on the Legal Hold Item object. Use the following steps to do so:

1. Navigate to Admin --> Configuration --> Report Types.
2. Click the Create button.
3. Select Legal Hold Item as the Primary Reporting Objects, Document, and Legal Hold as the Related Objects. Or admins can also create a report type only with the Legal Hold Item object with limited columns.
   
   
    
4. Navigate to the Reports tab and create a report with the report type created in Step 1. 
   Add necessary columns and filters.
   
   
    
5. Run and Save the report.
   
   

Related Documentation:

Vault Help Documentation: Legal Hold Administration