What is file retention policy?

What is file retention policy?

What is a retention policy. A retention policy (also called a ‘schedule’) is a key part of the lifecycle of a record. It describes how long a business needs to keep a piece of information (record), where it’s stored and how to dispose of the record when its time.

What are the legal requirements of document retention?

The regulation states that the retention period may be no longer than three years unless the submitting agency demonstrates that a longer period is necessary or unless the records relate to health, medical, or tax records.

How to set up retention policies for files?

Click on any of the folders on the left-hand side, and then define/add a retention stage as necessary. Click Apply and OK Once set, you will see a small green wheel/icon appear over the folder name, which means that this folder has a retention policy set for this particular folder

How are retention labels different from retention policies?

A retention label (however it was applied) provides explicit retention in comparison with retention policies, because the retention settings are applied to an individual item rather than implicitly assigned from a container.

How to disable library and folder based retention?

To disable, follow these steps: Go to the root of the site collection, then Gear Icon > Site Settings Site Collection Features (under Site Collection Administration) Navigate to Library and Folder based Retention, then click Deactivate You will then get a warning message, click on Deactivate this feature

Where do I put my retention policy in Microsoft Exchange?

Users can apply a retention policy to user-created folders or subfolders and individual items (including subfolders and items in a default folder), but not to default folders. Users can also use the Exchange admin center (EAC) to select additional personal tags that aren’t linked to their retention policy.