DocFinity has a built-in and easy-to-use feature to enable your office to put records on destruction hold in the event of litigation, public records request, audit, or investigation. In DocFinity destruction holds are broadly referred to as “Legal Holds”. Once a hold has been placed on records in DocFinity, the documents will be preserved until the hold is lifted.
Detailed Instructions
For step-by-step instructions (with screenshots) on how to handle the legal holds process in EDMS, follow this link: https://finance.uw.edu/recmgt/legal-holds-process-in-docfinity
Training Video
We collaborated with the EDM team to offer you a training video to help you master the legal holds process in DocFinity: Legal Holds in DocFinity (39 min)
Disclaimer
The training and instructions are exclusive to fully on-boarded DocFinity (DMS) units and users. If you are looking for guidance on general duties under a destruction hold concerning electronic records not stored in DocFinity, please refer to this page.