Overview

Apply legal hold preservation policy and suspend deletion on scoped records.

Audience

• Lawyer
• Compliance

Product Area

Governance

Prerequisites

• Matter under legal hold scope defined

Steps

1. Create hold notice

Define scope, custodians, and preservation timeline.

1. Verify preservation

Confirm retention jobs exclude hold-scoped data.

Expected Result

The Governance workflow completes without unresolved validation errors, and the result is visible to the intended roles.

Security and Audit Notes

• Use the least-privileged role that can complete the task.
• Confirm the resulting change or decision appears in the workspace audit trail when the workflow changes customer data or access.

Limits and Preconditions

• Available controls depend on the tenant plan, enabled modules, jurisdiction, and administrator policy.
• If a named control is not visible, confirm entitlement and role access before treating the behavior as a product failure.

Troubleshooting

• Custodian list incomplete: Reconcile matter participants before hold activation.

Related Articles

• Configure Retention Policy
• Execute Hard Delete Request

Escalation

If the documented result cannot be reached after the checks above, capture the workspace identifier, affected product area, timestamp, and a redacted error message, then use Support. Never include secrets, privileged legal content, or customer documents in the initial report.