Retention holds are applied to any items in the file plan, as well as any physical box.

  1. In the Navigation pane, select the Records tab, and then search or browse for the item.
    Alternatively, in the Navigation pane, select the Circulation tab. In the File Activities pane, select Boxes.

  2. Select the item from the Action menu and choose Assign Hold. The Select a Hold action dialog opens.

  3. Select the appropriate retention hold to apply, and select OK.

NOTE: Retention Event Types now include an Apply Hold property that can be turned on in Library Manager. Event Types are a part of the Metadata branch. Editing one of these shows the APPLY_HOLD_F Boolean flag (that is, true/false option). When this property is enabled, an active hold on an item makes that item ineligible for events of this type.

On applying a retention hold to a client or matter, it gets applied automatically to all sub-items.

NOTE: If necessary, multiple retention holds can be applied simultaneously on the same item.