Step 1:  Navigate to the admin panel and select eDiscovery under Data Administration.

Retention period: 

Note:

• The minimum retention period allowed is 90 days. Data will be deleted seven days after the retention date expires.

Custom retention policies: 

1. Select "+ New Custom Policy.
   
2. Enter a policy name of up to 50 characters.
   

3. Specify who the policy applies to: specific users, conversations, or the entire organization.

4. Set the conditions for the retention based on the following parameters from the drop-down options:

Note: You can apply multiple conditions to refine the results.

4. Once the conditions are defined, you can click Preview to view results that meet your criteria, then select Create.
   

Here, investigations are categorized as open, closed, or trashed.

1. Click Create Investigation.

2. Provide a name and description for the investigation, then select Create.
   

The investigation will be listed as "Open," showing details such as the name, description, owner, and last updated date.

3. Click on a specific investigation to access the Search and Hold tabs.
   

Search:  

1. Click +Create Search.

2. Enter the search name.

3. Specify who it should apply to: specific users, conversations, or entire org.

4. Define search conditions and click Search.
   

• The search results will be listed in the Search tab. You can choose to export or delete a search.

• To export a data corresponding to a search: Click the export icon next to the search. In the pop--up that appears, select security preferences (no protection, password protected, or password encrypted), choose the file format (JSON,XML, or PDF), and click Export.
  
• To delete a search, select the delete icon and in the confirm Delete.
  

Hold: 

1. Click +Create Hold.

2. Enter the hold name.

3. Specify who it should apply to: specific users, conversations, or entire org.

4. Define hold conditions and click Hold.
   

• The hold results will be listed in the Hold tab. You can choose to export or delete a search.

• To export a hold: Click the export icon next to the hold. In the pop--up that appears, select the security preferences (no protection, password protected, or password encrypted), choose the file format (JSON,XML, or PDF), and click Export.
  
• To delete a hold, select the delete icon and in the confirm Delete.
  
  

• You can change the state of the investigation to Open, Closed, or Trashed by hovering over it and selecting Closed, Reopen, or Restore.
  

Step 4: View all the holds created for e Discovery under Hold tab.

You can view all the holds created for investigation in the Hold module. Here, the Hold list is categorized based on organization or users. You can export your holds from here and also view exported holds list.