On-Demand Course

Intro to Reveal Hold

In this course, legal and compliance teams learn to issue, preserve, and manage legal holds in Reveal Hold, from setup through reporting, so they can protect data with a clear audit trail and avoid common pitfalls.

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Reveal Hold hold management dashboard

Course Modules

✓ Getting Started
✓ Creating a Legal Hold
• Managing & Reporting
• Best Practices

Intro to Reveal Hold

    1. What is Legal Hold?

    2. Platform Overview & Signing In

    3. Roles & Permissions

    4. Deep Dive: Roles and Groups

    5. Configuration & Setup

    6. Deep Dive: CustodianIQ

    7. Integrations (Microsoft, Slack, and More)

    1. Creating and Issuing a Hold Notice

    2. Deep Dive: Default & Custom Fields

    3. Issuing Complex Holds: Automatic & Manual Preservation

    4. Collection in Reveal Hold

    5. Managing Active Holds

    6. Deep Dive: Approval Queue

    1. Reporting & Audit

    2. Deep Dive: Dashboards

    3. The Custodian Experience

    4. Common Pitfalls

    5. Knowledge Check

    6. Course Survey

About this course

  • Free
  • 19 lessons