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How to write your own Formal Record Hold Notice Form

This editable document is included in Proposal Kit Professional. Order and download for $199. Follow these steps to get started.


Use the Formal Record Hold Notice Form to provide details of a legal case and list all relevant documents. This letter provides notice of documents to be reviewed and placed on hold so they will not be destroyed or disposed of.
Document Length: 1 Page
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1. Get Proposal Kit Professional that includes this business document.

This Formal Record Hold Notice Form is included in an editable format that can be customized for your own 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 own information.

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

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How do you write a Formal Record Hold Notice Form document?

Form Litigation Hold Notice Form

Records Custodian's Name: Insert name of record keeper. Name of Requestor: Insert name of person requesting record hold. Case ID Number: Contract Reference Number.

Detailed Legal Hold Information:

Provide the details of the case and instructions to implement the Hold Notice Procedure. List the nature and specifics of the complaint or threat. Identify the party making the claim.

Notice of intent to investigate:

Local workstation - Laptop and/or department computer. Personal share or personal folders on servers. Home computer or smart phones. Email journals, backups, and archives.

Removable storage media. Physical department files on and off site. Use the Formal Hold Investigation Form to list all relevant documents. You will be notified after the content has been reviewed and the records to be placed on hold have been verified.

Requires signature of the department or records owner for acknowledgement of the notification.

A Document from Proposal Kit Professional

The editable Formal Record Hold Notice Form document - complete with the actual formatting and layout is available in the retail Proposal Kit Professional.
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Software › Computer Software › Business & Productivity Software
$199 USD
Add To Cart ($199)
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The Project Management Pack suite of templates compliments the proposal and contract documents by giving you a collection of business documents to be used once you have a project to work on.

A wide variety of documents are included and are intended to be picked based on your needs. All projects are different and have different needs and goals. Pick the collection of documents from our collection and use them as needed for your project. Recommendations and samples provided are only intended as general guidelines.
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Proposal Kit

Create winning business proposals & contracts with minimal effort and cost. Proposal software, proposal templates, legal contracts and sample proposals.