Overview
Configure document retention and place governed resources under legal hold when preservation is required.
Prerequisites
Permissions required
Steps (4)
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1
Configure retention
Create or select the retention policy that applies to the document lifecycle.
Tips
Validation
Success criteria
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2
Create the legal hold
Create the legal hold record with the required scope and status.
Tips
Validation
Success criteria
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3
Attach governed items
Add the files or related resources that must be preserved to the hold.
Tips
Validation
Success criteria
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4
Verify destructive protection
Confirm permanent deletion is denied while the active legal hold applies.
Tips
Validation
Success criteria
About this guide
File-Vault provides a governed workspace for files and documents. Teams use a familiar File Explorer to browse folders, search, upload, preview, download, copy, move, rename, trash, restore, share, inspect versions, and manage metadata without exposing physical storage paths.
Governance controls include document categories and types, classification, retention, download and link policies, resource ACLs, folder templates, routing rules, legal holds, audit records, security-review records, webhook subscriptions, and usage reporting. Access is evaluated through workspace permissions and File-Vault resource policy before protected operations are performed.
Other applications can use File-Vault as their secure file layer through explicit capabilities for upload planning, secure upload, binding, unbinding, search, signed delivery, folders, versions, shares, audit, reports, webhooks, and ContextResolver. Handler, RCP, and Bridge v2 converge on the same operation and resource authorization model.