To edit a Legal Hold, click on the Legal Hold name from your list of holds in My Legal Holds. The "Edit Hold" option is on the top right of the resulting page listing details for that specific Legal Hold.

Add custodians

The first screen allows you to add custodians to the Legal Hold. If custodians do not need to be added, click "Next: Message Details."

⚠️ Edit Message Details / Hold Message / Reminder Message / Release Message

Changes to these sections ONLY apply to communications going forward.

For example, if changes to the Legal Hold text are made, only custodians added after the initial Legal Hold was sent will see the new text.

Edit Release Message

You can update the Release email by navigating through the "Edit Message" sections.

Once you've made your edits, click on "Update Hold" to save.

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