Protecting cases from deletion

To keep cases longer than the specified retention policy, you can place an indefinite hold on a case by using the Protect from deletion option.

What you should know

Users must have manage permission to protect cases.

To protect cases from deletion:

  1. Open an existing file from either the Search or Cases home page.
  2. Click to select the case that you want to protect.
  3. In the General section of the Case edit page, select the Protect from deletion check box.

The case is now protected from manual deletion by a user or automatic deletion by any retention policies that are in effect.