How to change folder settings how to#

How to set Retention Policy for the Document LibraryДЄll right, now we are getting into the weeds. So any document libraries utilizing this content type will now adhere to the information management policy set (of course if it has been applied and not overwritten, which is what we will cover in the next section). ThatвЂ™s all! Once created, this Retention policy is now part of the content type. You pretty much do the same steps, set your retention policy, triggering event and an action. The remaining steps are identical to what we did in the above example, so I will not be repeating them again. In our case, we will create a custom site content type policy, so letвЂ™s click on Define a policy radio button If you choose Use a site collection policy, you can choose the policy(ies) templates you created at the site collection level in theВ section above. You can choose from the following options: None, Define a policy and Use a site collection policy. It allows you to specify a policy for your content type. If you did, you would see a screen that looks like this. What you see on the next screen will depend on whether or not you created a site collection policy in above step.Click on Information management policy settings.

How to change folder settings how to#

Navigate to or create a new content type (I explain how to do this in this post).Click on Site Content Types (under Web Designer Galleries).Navigate to the site where you manage your content types (this could be any site or site collection root again).In thisВ section, I will demonstrate how to set a policy at the content type level It does not automatically take effect until applied to the content (via content type, library or folder). In theВ example above, we created a policy at the site collection level. How to set Retention Policy for the Content Type So at this stage, the policy has been created at the site collection level and can be applied to the site content types on any of the sites in a given site collection! To learn how to do this, keep reading. The policy will now be added to the list, as shown below.There are a few options available, but for the purpose of this example, I specified + 7 years for the Event and then Move to Recycle Bin for the action. On the pop-up that appears, fill out the Event (what will trigger the policy) and the Action (what will happen to the document).Under Retention section, check the Enable Retention box, then click on Add retention stage.Policy statement, on another hand, is for end users and will be displayed to them when they open a document (assuming such policy has been applied to the document via library, content type or folder) The administrative description is for site owners, so they understand the logic for the given policy. On the next screen, fillВ out the details about the policy.Click on Content Type Policy Templates (under Site Collection Administration).Navigate to the root of your site collection.To set up a site collection retention policy, do the following steps: Policies applied at the site collection level serve more as templates that can be manually applied later on (to site content types) as desired by the site owners. Policies defined at the Site Collection Level can be later applied to site content types within the site collection. How to set Retention Policy for the Site Collection There are 4 places where you can define Retention Policies in SharePoint:ДЎ. Please check out this most recent post to learn more. Since publishing this post, Microsoft released modern Retention features via the Security and Compliance Center. NOTE: This article describes the retention options in вЂњclassicвЂќ SharePoint. For example, if you are an accounting firm, you might need to retain clientsвЂ™ taxes for at least 7 years and then purge them from the SharePoint environment. Setting up such policies will allow you to adhere to certain regulations within your industry. Today, I want to explain how to set up retention and deletion policies for the actual content (files and folders). Some time ago I published a post around retention and deletion of sites in the SharePoint environment.