As a Compliance Officer, you can use Legal Hold tags to preserve emails indefinitely. Legal Hold tags are shared with the other Compliance Officers in your organization.
View legal hold tags
Go to the Legal Hold section. The table lists all Legal Hold tags, with the following columns:
- Color — click the arrow to pick a new color; the change is saved straight away
- Tag Name
- Tagged Emails — the number of emails with the tag; click it to see them in Search. Depending on your account, there are also columns for tagged social, file and website items.
- Expunge Time — always Indefinitely
- Date Created
- Created By
- Actions — Edit Tag and the More menu (represented with ...)
Tags are sorted by name. You can sort by any column except Expunge Time by clicking the column header. The first 50 tags are displayed initially; you can change the number of items per page to 25, 50 or 100.
Create a legal hold tag
- Go to the Legal Hold section and click New Legal Hold Tag.
- Enter the Tag Name (up to 30 characters).
- Optionally, enter a Tag Description (up to 200 characters) and pick a Tag Color. The Expunge Time is always Indefinitely.
- Click Save Changes.
You'll see a confirmation message: Legal hold tag successfully created.
You can also create a Legal Hold tag while tagging emails in Search.
Edit a legal hold tag
- Hover over the tag's row and click Edit Tag.
- Change the name, description or color.
- Click Save Changes.
You'll see a confirmation message: Legal hold tag successfully updated.
Delete a legal hold tag
- Click the More menu (...) on the tag's row and select Delete. You can also click Delete Tag on the tag's edit page.
- Confirm by clicking Delete.
You'll see a confirmation message: Legal hold tag successfully deleted.
Please note that deleting a Legal Hold tag removes it from all emails it was applied to, so they're no longer preserved by it.
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