Creating a Legal Hold in Box Governance

 

To set a legal hold, navigate to the Security tab of the Admin Console (the shield icon), then open the Legal Holds tab. Click Create in the upper-right to get started.

 

legal holds - 1.png

 

 

    1. Start by giving your Legal Hold a descriptive name. This name must be unique. A description is optional.
    2. Next, set a date range for retained files.
      • If you select an end date, only content created or modified during the specified date range will be held.
      • If you do not select an end date, the Legal Hold will hold all content that custodians interact with while the policy is in effect.
      • This date range cannot be edited once set.
    3. Click Next.
    4. You will proceed to the Add Custodians screen. Here, you can select users for your legal hold. Click Add Custodians, or Add in the upper right corner to add users.

      legal holds 2



    5. Enter names in the Usernames field to add them as custodians.
      • These must be current users in your Box account.
      • The hold will impact all content they own or have access to at any permission level, including content in that user's trash.
      • The content held will be limited to only what was created or modified in the date range selected in Step 1.
    6. Once you are finished adding custodians, click Save in the upper right to create your legal hold. It may take up to 24 hours for your legal hold to take effect, depending on the number of files affected by the hold – the more objects being held (files, folders, custodians), the longer it will take for the hold to become active.
    7. You can release a legal hold you've created at any time from the Legal Holds tab in the admin console.

 

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Revision #:
2 of 3
Last update:
‎01-24-2018 02:30 PM
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