Creating a Retention Hold

You can create a retention hold object, which works similarly to a retention record, except that the retained documents are kept indefinitely and not purged.

Required access roles:

  • Baseline: Leader
  • App-specific: Retention Manager

Before you begin: View the retention record schedule. See Record Retention Schedule.
  1. Select Create Hold from the page Actions menu or toolbar.
  2. Enter details for these fields:

    Field Name Description
    Name Enter a name or check the Autoname box to have the system assign a name.
    Title Enter a title for the retention hold.
    Description Enter the details of the retention hold.
    Owner If you want to assign a user other than yourself as the owner of this retention hold, click . The owner must have the Record Retention Manager role.
    Comments Enter any additional details or comments.
    Note: You cannot choose vaults. Administrator decides the vault for creating objects and searching objects.

  3. Click Done. The Retained Document list opens. See Retained Documents List. You need to promote the retention hold to Active before you can add documents.