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  1. DISCO Hold
  2. Hold Knowledge Base

Hold Knowledge Base

All categories

  • What's new?
  • Setup
  • Admin Panel
  • Matters
  • Collections
  • Templates
  • Reports
  • Company
  • Custodians
  • Questionnaires

What's new?

  • Releases for June 2025
  • Releases for May 2025

Setup

  • DISCO Hold Overview
  • Available Integrations

Admin Panel

  • Integrations
  • Mailer Logs

Matters

  • About the Matters Tab
  • Creating a New Matter
  • Adding Custodians to a New Matter
  • About the Add Custodians Page
  • Viewing and Modifying a Matter
  • Matter Status

Collections

  • About the Collections Tab
  • Collection Details by Matter
  • Creating a Collection Job
  • Previewing Collection Data
  • Exporting Collection Data
  • Ingesting Collection Data into Ediscovery

Templates

  • About the Templates Tab
  • Creating a Notice Template

Reports

  • About the Reports Tab
  • Viewing a Standard Report
  • Initiating a Customized Standard Report
  • Initiating a New Custom Report
  • Configuring a Custom Report

Company

  • About the Company Tab
  • Editing Existing Users
  • Deactivating Users
  • Roles & Permissions

Custodians

  • About the Custodians Tab
  • Adding Custodians
  • Custodian Groups

Questionnaires

  • About the Questionnaires Tab
  • Creating a Questionnaire Template
  • Editing a Questionnaire Template
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