Legal Hold Profile
Legal Hold Profile
Legal Hold is a process that an organization uses to preserve all forms of relevant information when litigation is reasonably anticipated. A Legal Hold profile is used for specifying where the files need to be held for legal purposes when action of Legal Hold is taken.
To create a legal hold profile:
- Go to Policies > PROFILES > Legal Hold > NEW LEGAL HOLD PROFILE.
- Choose the app where you want the files to be uploaded for legal hold purposes. Today we support legal hold folders to be created on:
- Box
- Google Drive
- Microsoft Office 365 OneDrive
- Microsoft Office 365 SharePoint Sites
- Salesforce
- Slack for Enterprise
- Choose the instance of the app previously created under Settings > API Data Protection.
- (SharePoint app only) Select the SharePoint site to store the legal hold file.
- Enter the email address of the custodian of the legal hold folder.
Note
- Before setting up a legal hold profile for Office 365 OneDrive/SharePoint apps, the custodian should log into the Office 365 account and set up the OneDrive/SharePoint app.
- For Slack for Enterprise app, the email address should be the same as that you entered during the Slack for Enterprise instance setup.
- Choose the list of administrators to be notified when a file is uploaded to legal hold folder.
- Click NEXT.
- Enter a legal hold profile name and click CREATE LEGAL HOLD PROFILE.