Quick Start Videos

Learn how to work with LEGAL HOLD: Watch our short Quick Start Videos below.

Hold Management

In this session you'll learn how to manage and track your holds. View, filter and sort all available holds.

For more information—see Hold Management.

Hold Creation

In this session you'll learn the recommended flow (best practise) of creating a hold. This will include adding custodians and defining the messages to be sent to them. 

For more information—see Create a Hold. Please also view the subtopics.

Hold Acceptance

In this session you'll learn about the custodian acceptance process and how to reach out to them.

Please refer to the Custodians topic for all information on how to reach out to custodians.

Hold Questionnaires

In this session you'll learn the basics of creating questionnaires to be sent with messages. 

For the full list of question types you can use in your questionnaires, please refer to Questionnaire Templates.

Hold Reports

In this session you'll learn the reports available to you and how to view/download them.

Also view the Reports topic.