Protecting files from deletion

2020-01-27Last 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.


  1. Open an existing file.
  2. In the General section of the File edit page, select the Protect from deletion check box.
  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.