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Question

Adding holds to a folder (10.4)

Laserfiche Version 10
Updated December 12, 2019
asked on December 12, 2019

I tried to get more information on the support site, but could only find references to this new HOLD being used for records management (retention purposes), not for what I was looking at it for (legal hold purposes).  Could be used for both, could it not?

Just started using the 10.4 option to place Holds on folders and/or documents.  Previously, I was thinking of it in terms of documents, but I just placed a hold on a folder.  Then tried moving a document out of the HOLD folder and couldn't.  smiley

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Replies

replied on December 12, 2019

Hi Connie,

I believe Holds are for "Legal Holds" (and other types I'm sure), which I think you were intending on using this for.  It marks the folder and the contained documents as read-only and locks them to that location.  It also stops the entries from being affected by any RM actions that might be taken on it or it's parent. If you need to move documents out of that folder, the Hold would have to be removed, then re-applied later.

Regards,

Kyle

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replied on December 12, 2019

Excellent, Kyle, thanks!  This is MUCH easier than the other solutions that I had been developing!

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