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We include this editable document in the Proposal Kit Professional. Order and download it for $199. Follow these steps to get started.

Proposal Pack works on all platformsDOWNLOADABLE, ONE-TIME COST, NO SUBSCRIPTION FEES

Key Takeaways

  • One-time License, No Subscriptions: Pay once and use Proposal Kit forever-no monthly fees or per-use charges.
  • Built for Business Projects: Start with a proven Formal Record Hold Investigation Form and tailor sections, fields, and branding for your day-to-day project work.
  • Instant Access: Download immediately and open the document right away-no waiting, no onboarding delay.
  • Project-Ready Structure: Use a ready, professional layout for real-world project tasks (checklists, forms, analysis pages) so teams can execute consistently.
  • Fully Editable in Word: Edit everything in Microsoft Word-swap text, add/remove sections, and apply your logo/colors without special skills.
  • Step-by-Step Wizard Help: The Proposal Pack Wizard guides you with training/help and keeps you moving-no getting stuck on formatting or assembly steps.
  • Wizard Data Merge & Project Management: Let the Wizard manage projects and merge recurring data (company/client names, addresses, dates) across your project documents.
  • Included in Proposal Kit Professional: Available exclusively in the Proposal Kit Professional bundle.
Use the Formal Record Hold Investigation Form to identify records needing to be preserved as part of a litigation hold.
Document Length: 1 Page
Business proposal example What Our Clients Say

I have been using this system for over 10 years. It is one of the most complete quoting systems on the market. I have no reservation in recommending it."

Joseph Alberici

1. Get Proposal Kit Professional that includes this business document.

We include this Formal Record Hold Investigation Form in an editable format that you can customize for your needs.

2. Download and install after ordering.

Once you have ordered and downloaded your Proposal Kit Professional, you will have all the content you need to get started with your project management.

3. Customize the project template with your information.

You can customize the project document as much as you need. You can also use the included Wizard software to automate name/address data merging.

Formal Record Hold Investigation Form

How to write my Formal Record Hold Investigation Form document

Formal Hold Investigation Form

Current Date

Records Custodians Name: Insert name of record keeper. Legal Hold Team Representative: Insert name of representative. Case ID Number: Contract Reference Number.

Request for Legal Hold Information:

Provide the details of the case and instructions to list and identify content. Use this form to document the articles that need to be preserved as part of the litigation hold. Data Owners Name Content Description Data Collection Site (file share, mailbox, backup, workstation, smart phone, etc.) Data Custodian's - Network and or Physical Location (mapped drive, file cabinet) Preserve.

(y/n) Preservation method

Filled in by Litigation Response Team.

A Document from Proposal Kit Professional

The editable Formal Record Hold Investigation Form document - complete with the actual formatting and layout is available in the retail Proposal Kit Professional.

20% Off Discount

Produced by:
Proposal Kit
Category:
Software › Computer Software › Business & Productivity Software
Price:
$199 USD
Code:
A102
20% Off Code:
FALLSPECIAL
 
 
Proposal Kit reviews4.7 stars, based on 848 reviews
The Project Management Pack suite of templates complements the proposal and contract documents by giving you a collection of business documents to use once you have a project to work on.
Proposal KitPublished by Proposal Kit, Inc.

We include a library of documents you can use based on your needs. All projects are different and have different needs and goals. Pick the documents from our collection, such as the Formal Record Hold Investigation Form, and use them as needed for your project.

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