Protecting files from deletion

2024-02-28Last updated

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

What you should know

  • Users must have manage permission to protect files associated with a case.
  • Users must also be included in the Protect or unprotect cases and files from deletion security policies list. If there are no users on that list, then all users with manage permissions have the ability to protect or unprotect cases and files.


  1. Open an existing file.
  2. In the General section of the File edit page, select the Protect from deletion check box.
    The Scheduled deletion section showing the Protect from deletion check box activated.
  3. Click Save.
The file is now protected from manual deletion by a user or automatic deletion by any retention policies that are in effect.