Users with the appropriate capabilities can add records, and record folders to a hold to
freeze them. A hold allows objects on hold for a particular reason to be tracked as a set. Holds
prevent changes to on hold objects, which have their retention schedules suspended until the hold
is removed. When you add a folder to a hold, all records within the folder are also added to the
Click the Records Search tab and search for an item you wish to add to a hold.
Review the search results and select the check box next to the item(s) you want to add
to a hold.
Click the Selected Items drop down list and select
Add to Hold.
The Add to Hold screen displays.
Select one or more holds and click OK.
A message displays confirming that the record or folder is on hold.
Note: If no holds
have been set up in the Holds area then the screen will be empty. Records and folders remain
on hold until they have been removed from all holds they're added to.
The selected records and/or folders remain in their place in the File Plan. They are also
shown in the Holds
area of the explorer panel.
Note: To remove a record
from a hold hover over it in the File Plan or the Holds area and select Remove
from Hold. You can remove more than one record at a time by selecting your
items and then clicking the Selected Items drop down list and then
Remove from Hold.