Legal holds

Legal holds allow your organization to preserve critical documents that may be needed for legal purposes.

Think of it as pressing a "pause" button— organization owners can place a user under hold and preserve all the docs they've created, edited, or viewed.

Legal holds help you:

• Preserve documents that may be needed for legal matters.

• Prevent accidental deletion of important files.

• Maintain document integrity during legal proceedings.

As an organization owner, access the admin console and start a legal hold by following these steps:

1. You can do this by clicking your workspace name in the sidebar → Manage organization.

2. Under Data & Compliance, select Legal holds.

3. Click Create hold.

   • Give the hold a name and description.

   • Add users to the hold. You may select workspace owners, members, and guests. Any users removed after August 1, 2024, can also be added to the hold.

   • Select scope of the hold based on the user’s action:

     • Viewed, edited & created

     • Edited & created

     • Created only

4. Click Create legal hold.

Once the legal hold is created, follow these steps to view or export the preserved docs:

1. You can do this by clicking your workspace name in the sidebar → Manage organization.

2. Under Data & Compliance, select Legal holds.

3. Select the hold you’d like to export.

4. Under Browse content, select Export hold.

5. Select if you would like to export the page content as PDFs or the page metadata as a CSV, or both.

6. For the page metadata CSV, you will be sent an email link once the export is ready.

7. For the page content PDFs, navigate to Exports and select the download icon once the export has completed processing. These exports will be valid for 30 days.

As an organization owner, access the admin console to view, edit and release legal holds by following these steps:

1. You can do this by clicking your workspace name in the sidebar → Manage organization.

2. Under Data & Compliance, select Legal holds.

3. You’ll see a list of all your holds.

From this view you can:

• View and edit the details of legal holds.

• Browse and export held content.

• Release the legal hold, which will remove the users from this hold and reenable the retention settings for the pages being held.