Managing documents under retention

While a document is under retention, you can change the retention period or place a retention hold. A retention hold status overwrites the retention period. You must be granted Retention Administrator permission to manage documents that are under retention.

  1. From the Query Results page, select a document or documents under retention.

  2. If you want to extend the retention period, click Retention > Change Retention Period and select a new retention policy.

  3. If you want to place a retention hold, click Retention > Place Retention Hold and type a hold label for the selected documents.

  4. If you want to remove a retention hold, click Retention > Remove Retention Hold.

The retention icons in the Query Results page identify the document status.

IconDescription

Specifies that the latest version of the document is on retention hold.

Specifies that the previous version of the document is on retention hold.