30.1. Introduction to Legal Hold

The term Legal Hold may not make sense for many financial planners, however, the idea, or concept of Legal Hold is to make documents "read only". This feature was formally known as "Record".  Similar to a record, once you write to this location you cannot change the contents of a file, but rather, can open them as read-only documents. 

This is different than F-Locking documents in that documents that are moved to "Legal Hold" can be moved back to the live repository.  For more information on F-Locking documents see:  File Locking

Note: Before implementing Legal Hold, you may wish to work with Trumpet to ensure that only appropriate users are able to move documents to Legal Hold and to Remove from Legal Hold.