Protecting files from deletion

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.

To protect files from deletion:

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

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