Configure a legal hold

Overview

Legal hold is a part of the eDiscovery process undertaken in response to actual or prospective litigation. For information on how to leverage the Code42 platform for eDiscovery, see our eDiscovery Integration Guide

You can also preserve files with Legal Hold for enhanced surveillance as part of your company's security program. For more information, see Detect and respond to insider risks.

This article explains how to place users' backup data on legal hold.

Code42 partnership with Zapproved
Our Zapproved partnership enables you to use Zapproved to manage your legal hold process. Learn more about how to integrate Code42 and Zapproved for eDiscovery

Step 1: Create a preservation policy

The preservation policy defines which files are included in the legal hold and how long to keep files under legal hold. Create a preservation policy that you can apply to different matters.

Video

Watch the short video below to learn how to create preservation policies. For more videos, visit the Code42 University

Step 2: Create a matter

In Code42, a matter is the collection of all the custodians and backup data associated with a litigation. To put backup data on legal hold, create a matter, apply a preservation policy, and add custodians. Learn more about how to create and manage a matter.

Video

Watch the short video below to learn how to create a legal hold matter. For more videos, visit the Code42 University

Step 3: Collect files from a legal hold (Optional)

Learn how to use Code42 to collect files

Video

Watch the short video below to learn how to collect files for a legal hold. For more videos, visit the Code42 University