retention policies
3 TopicsSharePoint Retention Labels / Policies
Morning. We are using SharePoint to create (and replace) are current Departmental Drives and we are going to move all the documents on the Drives to the relevant sites. We want to apply retention policies to all documents, but not sure how to make it work in this case. Retention counts from the date the file was created or modified in SharePoint - for the sake of this question, lets say that is Today. So if we are to keep document X for 5 years, that will be 5 years from today. Now, Document X was actually created 4 years ago, so technically it should be deleted in 1 year. But since i am moving it to SharePoint today, It will only be deleted in 5 years from today making the file 9 years old. Is there any way to apply policies that will work with files that are not newly created in SharePoint but moved from another location? thanks1.6KViews0likes3CommentsSharePoint Retention - How have you applied it?
Hi all, I'm starting to look at retention in SharePoint. Currently using SharePoint as a document management system (replaced our drives) and one of the benefits was to utilise retention to avoid hoarding documents going back 20 years! So it would be great to hear how you have applied it and experiences with it: do your organisations staff have to manually tag the document or have you automated the retention label based on content type? do you have just the standard - after x years delete. Or do you have a review, i.e. untouched documents after 18 months will be pinged to the owner to confirm whether it should remain (and then stay for the remaining retention period) or whether it's no longer needed and can be deleted? Looking forward to hearing others experiences!777Views1like0CommentsRetention Policies set to delete files not working in SharePoint on new E3 trial tenant
I spun up an O365 E3 trial to do testing for a customer. I have created a few Retention policies (not labels) - the one that should be the most simple is not working at all: Delete after 2 days, based on last modified date Published to a single site I tried first to retain for 2 days and then delete, when that didn't work, I tried to just delete if it reaches 2 days, no retention at all. I've triple checked that the policy is applied to the site I'm working in. I created and uploaded files to the Libraries both before and after applying the policy the site, as well as 24 hours after publishing the policy. A week later, nothing has been deleted. Any ideas?2.3KViews1like1Comment