Legal Hold for Team Chat data

Account admins can choose to retain Zoom Team Chat data at the user level for legal and compliance needs. This article guides admins through setting indefinite cloud storage retention for individual user(s) to effectively set a legal hold for that data. This Team Chat data can be exported by admins at any point the legal hold is active.

This article covers:

Prerequisites for using legal holds

Notes:

Limitations for legal holds

How to create a legal hold

  1. Sign in to the Zoom web portal as an owner or admin.
  2. In the navigation menu, click Account Management then Reports.
  3. Click the User Activity Reports tab.
  4. Click Legal Hold for Team Chat.
  5. Click Add Matter.
  6. Provide information for the following fields:
  7. Click Save to confirm the details and create the legal hold.

*Note: After creating a legal hold, the Matter Name can be changed, but Custodians and the Date Range cannot be changed.

Edit or delete a legal hold

After creating a legal hold, it can be edited or deleted entirely.

  1. Sign in to the Zoom web portal as an owner or admin.
  2. In the navigation menu, click Account Management then Reports.
  3. Click the User Activity Reports tab.
  4. Click Legal Hold for Team Chat.
    Your account’s current legal holds are listed below.
  5. To the right of each legal hold, the following options are available:

How to export legal hold data

After creating a legal hold, the retained data can be exported for use and reference outside of Zoom.

  1. Sign in to the Zoom web portal as an owner or admin.
  2. In the navigation menu, click Account Management then Reports.
  3. Click the User Activity Reports tab.
  4. Click Legal Hold for Team Chat.
    Your account’s current legal holds are listed below.
  5. To the right of the legal hold you want to export, click the file icon .
  6. Click the Select a Custodian drop-down and choose a user from the list.
    Data prior to the legal hold creation date will be contained in one or more files (with each file being a maximum of 1 GB), while chat data after the creation of the legal hold will be generated each subsequent week.
  7. To the right of the data listed, click the download icon .
  8. (Alternatively) Click multiple checkboxes to select multiple records for download, then click Download Selected.