Forum Discussion
ajm-b
Feb 08, 2020Brass Contributor
retention / deletion question - exclude long-lived files?
Noob question: I really like the idea of defining a blanket [retain 1 year then delete] policy, but users sometimes have files they legitimately need to keep for longer - how can I exclude those? Th...
Andrew Hodges
Feb 10, 2020Bronze Contributor
Hi ajm-b ,
Labels are applied at the document library or folder level for documents. You can either do this automatically or manually, or a combination. You really have 3 choices :-
1. Apply all labels automatically then allow users to change on content they want to keep longer.
2. Apply labels automatically to some areas and let users decide in others.
3. Apply manual labels to everything.
For proper data retention it would have to be option 1 I would have thought with training for users. The way we normally work out retention is get the users to define their file plan and the labels against each bit of content. Its their data so in all the projects I have done IT haven't specified the retention, they as the data owners have.