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Legal Hold Foundations: Set Up & Configuration

Course 2 of 3 in Legal Hold

Set up & configure Relativity Legal Hold including workspace creation, integrations & automations, and importing data.

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About this course

Learn how to set up and configure the Legal Hold application in Relativity using the Legal Hold workspace template. Additional topics include options and methods for integrating and automating the Legal Hold application with customer applications & systems and configuration of the Relativity Preservation application. (All demonstrations are for standard integrations with M365.) We will also review importing data to Relativity Legal Hold. 

Contents30 min

  • Workspace Set Up 20 min
  • Email & HR Considerations 5 min
  • Migration 5 min

About this course

Learn how to set up and configure the Legal Hold application in Relativity using the Legal Hold workspace template. Additional topics include options and methods for integrating and automating the Legal Hold application with customer applications & systems and configuration of the Relativity Preservation application. (All demonstrations are for standard integrations with M365.) We will also review importing data to Relativity Legal Hold. 

Contents30 min

  • Workspace Set Up 20 min
  • Email & HR Considerations 5 min
  • Migration 5 min