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How to write your Formal Record Hold Investigation Form

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


Use the Formal Record Hold Investigation Form to identify records needing to be preserved as part of a litigation hold.
Document Length: 1 Page
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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

Writing the 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.
Produced by:
Proposal Kit
Software › Computer Software › Business & Productivity Software
$199 USD
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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.
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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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