• Legal hold is part of Pro Pack for Cisco Webex Control Hub. For more information, see Pro Pack For Cisco Webex Control Hub.

  • Only a compliance officer can create a matter in legal hold to retain the data. A user must be assigned the compliance officer role before they can access legal hold in Control Hub. For more information on the compliance officer role, see Assign Customer Account Roles in Cisco Webex Control Hub

  • As a compliance officer, you can only put users in your organization on legal hold and only content for spaces created by users in your organization is placed in legal hold.

  • When the matter is active, all spaces with users associated with that matter are retained. Content in spaces that these users belong to is retained, this includes spaces the user leaves, new spaces that they join or create, or even if the user never posted any content in the space. Content is also retained after a user leaves the organization.

    The type of content that is retained includes: messages, files, and whiteboard content.

  • When the matter is released, no information related to that matter is retained.

Create a Matter for Legal Hold

As a compliance officer, you can create a matter in legal hold and ensure that user's data is retained for a litigation.

1

From the customer view in https:/​/​admin.webex.com, go to Troubleshooting > Status > View eDiscovery

2

Select Legal Matters and then click Create Matter.

3

Enter a Name and optionally a Description.

4

Download the CSV template and add users email addresses for the Custodians in the CSV file.

5

Click Browse and choose the CSV file you created.

6

Click Save.

Release a Matter for Legal Hold

As a compliance officer, once the legal litigation is complete, you can release a legal matter. When the matter is released, all the data retained by the matter is released or deleted based on your organization's retention policy.

1

From the customer view in https:/​/​admin.webex.com, go to Troubleshooting > Status > View eDiscovery

2

Select Legal Matters and then click on the matter you want to release.

3

Click Release and click Yes.

Delete a Matter for Legal Hold

As a compliance officer, you can delete a legal matter if you created the matter in error. When the matter is deleted, all the data retained by the matter is released or deleted based on your organization's retention policy.

1

From the customer view in https:/​/​admin.webex.com, go to Troubleshooting > Status > View eDiscovery

2

Select Legal Matters and then click on the matter you want to delete.

3

Click Delete and click Continue.