From the Collection Details > Security tab, you can view a list of the holds that include the collection, and add existing holds to the collection.

For more information about holds, including how to create them, see Holds.

Collection holds business rules

  • Matters with existing holds, when added to a collection, retain their existing holds.
  • Matters added to a collection inherit the collection hold.
    • If such a matter is removed from the collection, the collection-level hold is not retained on the matter.
  • Matter-level holds are not applied to the collection, and therefore are not shown in the count of collection holds.

Viewing collection holds

In the Collections dashboard, 

  1. Select a collection row to open the collection page. The Overview tab is displayed, by default.
  2. Select the View Holds button. All of the holds which include the collection are listed.

Select a hold in the list to navigate to that hold. For more information, see Holds.

Adding existing holds to a collection

In the Collections dashboard, 

  1. Select a collection row to open the collection page. The Overview tab is displayed, by default.
  2. Select the View Holds button. All of the holds which include the collection are listed.
  3. Select the Add Hold button. All available holds are listed.
  4. Use the filter and selection tools to select the holds you want the collection to be a part of.
  5. Select OK. A confirmation message displays.

The hold is added to the collection.

Removing holds from a collection

When a collection hold is removed, that hold is removed from all items in the collection. Any holds on those items not pertaining to the collection are not impacted.

In the Collections dashboard, 

  1. Select a collection row to open the collection page. The Overview tab is displayed, by default.
  2. Select the View Holds button. All of the holds which include the collection are listed.
  3. On the row of the hold that you want to remove, select .
  4. Select Remove. A confirmation dialog displays.
  5. Select Yes.

A success message is displayed and the collection is no longer under that hold.