Is there a way to place Vault documents on Legal Hold?
Yes. There are different ways to do this:
- A user applies a legal hold to a single document.
- A user applies a legal hold to many documents using a bulk action.
- An Admin universally applies a legal hold to all documents with field values that match the scope of the Legal Hold object record.
- Vault automatically applies the hold to any documents that enter the scope of the legal hold after it enters Approved state. This can happen when users create a new document that matches the scope or when users edit field values on a document do not remove it from a legal hold.
Vault Legal Hold Documentation:
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