1. In the Navigation pane, select the Records tab.

  2. Search or browse for the matter. 

  3. Right-click the matter, and then select Assign Hold. The Select a Hold dialog opens. 

  4. Select the required Hold from the dialog and select OK.

NOTE:

  • For a matter that is on hold, the hold icon is displayed in the attributes column. Hovering over the icon provides further information about the hold.

  • The icon is displayed in the attributes column for items belonging to a client or matter that's been assigned a hold.

  • It's also possible to assign a hold to a box.