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.