How to Implement Hold and eDiscovery in a SharePoint Site

Adding a Hold to a Record

1) Browse to the Site Settings

2) Manage Site Features -> Hold and eDiscovery -> Activate

3) This will display the Hold and eDiscovery section in Site settings now.

4) Browse to Holds list and create a new item (Hold)

5) Now browse to a document library and select a document, right click and choose Compliance Details.

6) This will show the Hold status of the document. Choose Add/Remove from hold

7) Select Add to a hold and Save. Use the drop-down selection box to choose the relevant hold to apply to this record.  The ‘Comments’ field is not required.

8) Now check the Compliance Details. This shows that the document is On hold.If you noticed, now the Delete option is not available( and will not be available as long as the Hold is in place)

Note:

a. This means this record cannot be deleted and will not be destroyed through its Information Management Policy until the new hold is removed.

b. Please note that SharePoint allows you to apply multiple holds to the same record.  If a record has multiple holds applied to it, SharePoint will not allow the record to be destroyed until all the holds are removed.

Removing a Hold from a Record

1) Browse to a document library and select a document, right click and choose Compliance Details

2) This will show the Hold status of the document (On hold). Choose Add/Remove from hold

3) Select Remove from a hold and Save. Use the drop-down selection box to choose the relevant hold to apply to this record.  The ‘Comments’ field is not required.

4) Now you should be able to delete the record