#Create and Manage Holds

You can create and manage holds for events such as ongoing litigation or investigation. The Hold feature enables you to prevent physical boxes or folders from being destroyed by Enforce rule actions jobs for a period of time.

Refer to the following sections on how to manage objects and how to perform hold actions on objects.

#Manage Holds

On the Explorer page, click Manage holds to open the Manage holds page. This page lists all created holds and their detailed information. You can perform the following operations to manage holds.

#Create a Hold

Complete the following steps to create a hold:

1. Click New. The Create Hold window appears.

2. Hold title – Enter a name for the hold that you want to create. Generally, the title should identify information about the event.

3. Hold until – Configure a time frame when the hold will be released.

4. Comment – Enter an optional comment.

5. Click Save to save the configurations.

#Edit a Hold

Complete the following steps to edit a hold:

1. Select a hold that you want to edit.

2. Click Edit. The Edit hold window appears.

3. Hold until – Modify the time frame to indicate when the hold will be released.

4. Comment – Modify the comment.

5. Click Save to save the configurations.

#Extend a Hold

Complete the following steps to extend a hold:

1. Select a hold whose release date you want to extend.

2. Click Extend. The Extend hold window appears.

3. Configure a time frame to indicate how long the hold will be extended by.

4. Click Save to save the configurations.

#Delete a Hold

To delete a hold, select the hold, and click Delete. If the hold has been placed on a physical box or folder, the hold will be released from the physical box or folder and then be deleted from AvePoint Opus.

#Perform Hold Actions on Objects

On the Explorer page, you can perform the following operations to perform hold actions on physical boxes or folders to prevent them from being destroyed by Enforce rule actions jobs for a period of time.

#Place an Object on Hold

To place a physical box or folder on hold, refer to the following steps:

1. Select one or more physical boxes or folders from the table.

2. Click Place hold.

3. Choose to use an existing hold or create a new hold:

   • To use an existing hold, select a hold from the drop-down list. The settings of this hold are automatically displayed and cannot be modified.

   • To create a new hold, enter a hold title, configure a time frame to define when the hold will be released, and enter an optional comment.

4. Conflict resolution – When placing a box on hold, you need to choose a conflict resolution if some folders in the box are already on hold and have a longer hold duration than the box.

   • Use the hold with longer duration – Compare the hold duration time and use the longest one to hold the box and all of the contained folders.

   • Use the current hold – Use the currently defined hold to hold the box and all of the contained folders.

5. Click Save to place the selected physical boxes or folders on hold.

#Change Hold on an Object

You cannot change the hold on a folder if the box where the folder exists is currently on hold.

To change a hold that has been placed on a physical box or folder, refer to the steps below:

1. Select the physical boxes or folders where a hold has been placed.

2. Click Change hold. The Change hold window appears.

3. You can choose to create a new hold for the change or use an existing hold for the change.

4. After modifying the hold, click Save to change the hold.

#Remove Hold from an Object

You cannot remove the hold from a folder if the box where the folder exists is currently on hold.

To remove a hold from a physical box or folder, refer to the steps below:

1. Select one or more physical boxes or folders where a hold has been placed.

2. Click Remove hold. The Remove hold window appears.

3. Click Save to remove the hold.

#Extend Hold on an Object

You cannot extend the hold on a folder if the box where the folder exists is currently on hold.

To extend a hold on a physical box or folder, refer to the steps below:

1. Select one or more physical boxes or folders where a hold has been placed.

2. Click Extend.

3. Configure a time frame to indicate how long the hold will be extended by.

4. Click Save to extend the hold on the selected objects.

#View Objects on Hold

On the Manage holds page, click the title of a hold to view the physical boxes or folders where the hold has been placed and the hold release time of each physical box or folder.