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Create Cases for E-Discovery Cases

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Written by Jorge Azgad
Updated over 7 months ago

Whenever emails need to be placed on hold for E-Discovery, you can create a case and associate emails with it. This is particularly useful for compliance, audits, dispute resolution, or any situation where emails may contain critical information that must be preserved.

By opening a case, any emails associated with the case will be placed on hold. This means their Time to Live (TTL) will be frozen, ensuring the emails cannot be automatically deleted or archived until the case is officially closed.

Each organization defines its own TTL settings when Blockmail is first configured. However, while a case is active, any emails placed on hold will stay protected—regardless of the standard TTL—and cannot be archived or removed.

How to Create a Case in Blockmail

  1. Navigate to Cases:
    From the sidebar, click on Cases to open the case management view.

  2. Click Create Case:
    In the top-right corner, click the Create Case button to open the case creation drawer.

  3. Add Case Name and Description:
    Enter a clear name and an optional description to help identify the purpose of the case.

  4. Assign a Case Owner:
    Select at least one Case Owner. The owner has full administrative rights and is the only person who can close or archive the case. You can choose yourself or another trusted user.

  5. Add Case Contributors (Optional):

    • Case Contributors can associate emails to the case but cannot delete or archive it.

    • Contributors help build the case by placing emails on hold.

  6. Finalize and Save:
    Once the information is complete, save the case. You can now begin associating emails with cases.

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