To define a hold, you create the hold and identify who
can access, update, or delete that hold.
Before you begin
To define a hold, you must be a System Administrator, a Hold
Administrator, or a user with Create Holds authority.
About this task
The following table describes how defining holds
through the OnDemand Administrator client differs from defining holds through the OnDemand
Client.
| OnDemand Administrator client |
OnDemand Client |
When you define the hold, you create the following effects:
- You give a user or user group permission to access, update, or delete the hold.
- You are not applying the hold to any documents.
|
When you define the hold, you are also applying it to documents you
selected. |
Procedure
Do the following steps:
-
Start the OnDemand Administrator client by clicking .
-
Right click Holds and select New Hold.
-
Type in a name for the hold in the Name field and enter a brief
description in the Description field.
-
Click the Permissions tab.
-
Select the user or group from the Users/Groups list.
-
Specify who can view, update, or delete the hold.
- To provide a user or group the ability to view the hold, select the
Access check box in the Authority
area.
- To provide a user or group the authority to update or delete the hold, select the
Administrator check box in the Authority
area.
-
Click Add, then click OK.
-
If you want to define another hold, return to step 2.