

Managing a Relativity Legal Hold project includes creating, reviewing, updating, and closing projects.
Create a legal hold project in the Projects tab using the Project Wizard. Using the project wizard, you can create a new legal hold or project from scratch or from a template in six steps.
To start creating a project, navigate to the Projects tab:
The Create New Project dialog appears.
From here, use the Legal Hold Project Wizard.
Note: If the Project Wizard is disabled or you don't have the proper permissions, see the Alternate project creation method.
The Legal Hold project wizard takes you through each step for creating a legal hold project. After completing the projects details, communications, schedule, preserve in place, managing custodians, and summary steps, the project is set up.
When creating a new project, the project wizard appears by default. To disable to the project wizard, navigate to Legal Hold Settings. In Legal Hold Settings, set the Use Project Wizard value to No. When set to No, the wizard is hidden on the New Project modal when you click the New Project. For more information, see Adding legal hold settings. When creating a new project, each step of creating a project is separate. For information on creating a project using the old method, see Alternate project creation method.
Project - View, Create, Edit
Entity - View
Custodian Role - View, Create, Delete
Role - View
Communication - View, Create, Edit, Delete
Questionnaire - View, Create, Edit, Delete
Questionnaire Question - View, Create, Edit, Delete
Question - Create, Delete
Attachments - Create, Delete
Admin Operations - Manage Object Types
Mass Operation - Assign to Entity
When a step is complete and you need to move to the next step, click . Click the Next button after entering the correct information, which displays a success message, to save your progress and move to the next step. A red failure message displays if information is incorrect or missing. Use the
to move to the previous step.
Add general information about the legal hold project in the Project Details step.
Complete the Communication set by assigning communications to the project. You can assign communications to multiple projects in your workspace. You will need to have already created communications. For information on creating communications, see Creating a communication.
On the Communications step, follow the steps below to add communications to the project:
Complete the Schedule step by assigning dates, times, and communication recurrence levels in the project.
Follow the steps below to schedule communications:
Add a preservation hold by completing the Preserve in Place step. To add a preservation hold, enter information in the following fields:
Note: Users cannot add or edit a Preservation Case in Edit mode after the preservation hold is initiated.
For more information on preservation holds, see Creating a preservation hold case.
Complete the Manage custodians step by assigning custodians to the project. Follow the steps below to assign a custodian:
Complete the creation of the project by reviewing all steps taken when creating the project before finalizing. Complete the legal hold project setup by clicking Complete Setup.
The Set Project Details layout contains the following fields:
Note: Users cannot add or edit a Preservation Case in Edit mode after the preservation hold is initiated.
In order to send a communication, you need to assign a custodian to a project. You can assign a custodian after creating a project. You can also assign custodians to multiple projects in your workspace.
To assign a custodian:
Note: You can view the Advanced custodian information from Project Details > Custodians tab. See Project Details.
Secure a Legal Hold project and other Legal Hold objects by clicking to lock a project.
System admins can access the Legal Hold Application RDO workspace permissions to manage custom permissions at the workspace level. This level of control prevents specified users from specific actions such as sending communications or assigning custodians to projects.
Note: In order for system admins to have access to the functions controlled by the Legal Hold Application Permissions, you must add those system admins to another security group or add a new group with access to the Legal Hold Application Permissions.
For more information, see Securing a project.
You can close a project when a project has completed. When you close a project, the status is Closed and all custodians are released. Legal Hold sends release communications to any custodian actively on hold.
To close a project:
Open a closed project by clicking Open Project on the Project console. Once you open a closed project, you can send communications again. Doing this re-activates anyone still associated with the project.
You must have the preservation hold permission to close a project with custodians that have preservation holds. If you don't have preservation permissions, you cannot close a project with an active preservation hold, and the Close Project button in the Project Console will be disabled.
To close a project with custodians on a preservation hold, follow the steps below
Click the Close Project button. The Close Project pop-up modal appears.
Select a Release option.
with Communication - select to alert the custodian that they've been released.
Silently - select to not alert the custodian that they've been released.
Click the Using drop-down menu if releasing with a communication, and select a communication.
Click Send and Close.
Once complete, the custodians will be notified they've been released.
If you choose to delete a project, note that Legal Hold removes all associated objects and information contained in the project.
Note: A project cannot be deleted when a custodian is on a preservation hold. To remove a custodian from a preservation hold, change the role to a non-preservation role. For more information on custodian roles in Legal Hold, see Assigning roles to custodians.
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