Unable to issue a legal hold that is in pending approval status


When a hold is in Pending Approval status, the option to issue the hold will not be available and the Approve Legal Hold task needs to be completed in order to issue the hold.


The approver has to follow the steps to approve the Legal Hold.


  • Click on the Bell icon from the homepage to click on Go to Task Portal.



  • Select the Approve Legal Hold task from the task portal and click on the drop-down next to the New button and click Update.



  • In the choose status drop-down, select Approve and click OK to approve the Legal Hold.



Once the approve legal hold task is completed, an Issue Legal Hold task will be created and assigned to the matter team that is associated with the legal hold.

  • To complete the Issue Legal Hold task, any of the matter team members need to click on the Bell icon from the homepage to click on Go to Task Portal.



  • Select the Issue Legal Hold task from the task portal and click on the drop-down next to the New button and click Update.



  • In the choose status drop-down, select Issue and click OK to approve the Legal Hold.



Once the issue task is completed the legal hold will be issued to the Open custodians.