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

  2. From the New menu in the toolbar, select Hold. The New Hold dialog opens.

  3. Complete the following fields:

    • Name: Enter a name for this retention hold.

    • Reason: Enter a note documenting the reason for the retention hold.

    • Expiration date: Enter the date of the last day of the retention hold. If you don't enter a release date, the hold is enabled indefinitely.

    • Authorized by: Select the  icon and then select the name of the person who authorized the retention hold.

  4. Select OK.