Contract Details: Legal Hold
A System Admin User or any User with the Setup: Manage Legal Holds Permission assigned can manage a Contract Record’s Legal Hold Status. To put a Contract Record on Legal Hold, click Set Legal Hold on the side menu, then confirm via the pop-up.
![](/images/2021%20Images/17_9%20Updates/Legal%20hold/1.png)
![](/images/2021%20Images/17_9%20Updates/Legal%20hold/2.png)
The user will see a prompt asking if they are sure they want to change the Legal Hold status. Click OK.
![](/images/2021%20Images/17_9%20Updates/Legal%20hold/3.png)
A banner, as seen below, appears along the top of the Contract Record. Fields are locked from editing and Attachments can no longer be added or deleted.
![](/images/2020%20Images/17.6.0/LegalHoldMsg.png)
To remove the Legal Hold, click Remove Legal Hold on the side menu, then confirm via the pop-up.
![](/images/2021%20Images/17_9%20Updates/Legal%20hold/4.png)
The user will again see a pop-up asking if they are sure they want to change the Legal Hold status. Click OK.
To be able to attach new files while a record is on Legal Hold, there is a configuration setting for that. Navigate to:
Manage/Setup > Application Configuration > Config Settings
Make sure Security is selected for the Select Configuration Group drop down. Go to Group: Legal Hold and adjust the Disable File Uploads with Legal Hold setting.
There is also a configuration setting regarding Document Authoring and Document Collaboration processes while on Legal Hold. (Document Collaboration being only relevant if using the Document Collaboration Add-On Module)
Select Security for Select Configuration Group. Modify Document Collaboration with Legal Hold as necessary.
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