How to Create and Apply Legal Hold Tags in cCore

Legal Hold tags allow users to identify, organize, and retain messages for legal, compliance, or investigative purposes. This article explains how to create a Legal Hold tag and apply it to messages in cCore.

Affected software version: cCore 4
Role: Administrator, Compliance Officer

If you are using an earlier version of cCore, please refer to the previous version of this article.

Step 1: Open the Legal Hold Section

Navigate to Legal Hold from the left navigation menu.

Step 2: Create a New Legal Hold Tag

Click New Legal Hold Tag. Enter the tag name and optionally provide a description, color, and retention settings.

Click Save Changes to create the tag.

Step 3: Search for Messages

Navigate to the Search page and perform a search to locate the messages you want to tag.

Step 4: Select Messages

Select one or more messages by checking the checkbox next to each item.

Step 5: Apply a Tag

Click Apply Tag from the toolbar.

Step 6: Select the Legal Hold Tag

In the Apply a Tag window, select the Legal Hold tag you want to apply.

Step 7: Choose the Tagging Scope

Choose whether the tag should be applied to selected messages, the current page, or all search results.

Step 8: Confirm Tag Application

Once the tag is applied, a confirmation message appears and the selected messages display the assigned Legal Hold tag.

Viewing Tagged Messages

Open the Legal Hold section at any time to view all configured tags. The list displays the tag name, color, creation date, retention period, and the number of tagged emails. Click the value under Tagged Emails to review all messages associated with a specific tag.

Additional Message Actions

Additional message actions are available from the More menu.

Users can also add notes to messages for documentation and collaboration purposes.