Help · ScanFlow: documents
How to put documents on legal hold
Freeze documents for a matter (a dispute, audit or investigation). Pick them by folder, type, tag, words or a list. Nothing on hold can be changed, deleted or destroyed until the hold is released.
Who can do this: Organisation admins (Client Admin).
Steps
Step by step
- Open ScanFlow → Legal holds → New hold.
- Name the matter and add a note on why.
- Choose what to hold: a folder, a document type, a tag, words in the text, or pick documents from a list.
- Save. Held documents show a hold badge everywhere.
- When the matter ends, open the hold and choose Release.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
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