A legal hold stops a recording being deleted
Who is involved
| Role | What they do |
|---|---|
| HR manager | Places and releases the hold. |
| Manager who started the recording | Tries to delete the recording. |
Step by step
- HR manager
Asks the Copilot to place a legal hold on the recording.
What they see:Copilot shows the action and asks for confirmation.
- HR manager
Confirms.
What they see:The recording is marked on hold with the reason.
- Manager who started the recording
Opens the meeting page and presses Delete on that recording.
What they see:The delete is refused because of the hold.
- Manager who started the recording
Checks the meeting page again after the nightly retention job has run.
What they see:The recording is still there; the job skipped it.
- HR manager
Releases the hold after the case closes.
What they see:Delete and retention work again.
Who is told what
No alert is sent; both the hold and the refused delete are written to the audit trail.
Related
- Meetings & Video
- AI Copilot
- A manager corrects the transcript and shares the recap outside
- A presenter runs a poll and the room votes
- A scheduled meeting reaches the invitees with the right powers
- A scheduled meeting invites its attendees
- Chat and poll results are kept on the meeting's calendar entry
- Team workflows