Case Review - Managing Mailbox Holds

Using Case Review, you can add one or more mailboxes to a list of mailbox holds to ensure your company complies with its duty to preserve information, including electronically stored information (ESI), in litigation or connected to an investigation.

Adding a Mailbox Hold

For a new Hold or Case, start by creating a New Case. Then, set up a Mailbox Hold. See Case Review – Managing Cases, and navigate to the section on Creating a Case.

Mailbox Hold will retain all data, both historic and ongoing.

You can add a mailbox to the list of mailbox holds, by using the following steps:

1. Click on Cases in the navigation panel. Click on the required Case and navigate to Holds.
2. Click Add New Hold.

Remove a Mailbox Hold

You can remove a mailbox hold, by using the following steps:

1. Click on Holds under Cases in the navigation panel. Your mailbox holds are displayed.
2. Select the Holds to be removed by clicking their tick boxes.
3. Click on the Remove button.

Viewing Mailbox Holds

To view the list of all Mailbox Holds for the account, click on Mailbox Holds in the navigation panel.

• • • This allows users to easily view all mailboxes currently on legal hold across the customer account, along with the names of the cases that placed them on hold.
    • To export this list of Mailbox Holds, click on the Export as CSV button.

See Also...

• • • Case Review - Overview
    • Case Review - Archive Search
    • Case Review - Managing Cases
    • Case Review - Managing Review Sets
    • Case Review - Managing Exports
    • Case Review - Exporting Messages