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[Autogenerated] Hi. This lesson we're

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going to create an apply content type.

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Retention policies were here on the sales

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team site. It is a group connected site.

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Now the process is going to be a little

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bit different between the group connected

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site and a traditional SharePoint site

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collection. And I'm gonna show you how to

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do it in both. But we're gonna start here

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with our group connected site. When we

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want to create a retention policy for a

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content type, we need to go to our

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settings gear and go to site information.

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We're going to scroll down and click on

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view all site settings because we want to

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get to our site settings. Now we're gonna

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click on our site content types. And once

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we click here, we will select the content

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type that we want to apply this retention

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policy to, and we're going to select sales

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proposal. This is a custom content type

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that we created. We're going to click on

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that and we'll see information management

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policy settings. If you don't see this

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option, that could mean that site policies

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has not been turned on. That's something

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that has to be done by the site.

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collection administrator. But if you have

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this information management policy

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settings, you're okay. We're going to

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click there, and we can now create a

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policy for this sales proposal. We're

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going to give it a description first. CLI

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mhm. All right, and my description is

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going to be. This policy will delete items

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created from this content type after one

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year. That's the policy we're going to

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create. It's just, you know, it's just an

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example. I'll show you how you can create

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different types of policies. As we go

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forward, we can create a policy statement

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which will be displayed. The end users

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when they open items subject to this

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policy and we'll add something here. Our

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statement will be. This item will be

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deleted after one year. Now we have to

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click here to enable retention, and this

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will then allow us to create a retention

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stage. We're going to click on add our

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attention stage and we will see the

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options that we have here. The event

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specify what causes the stage to activate

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and the time period when the item was

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created, modified, they submitted decision

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due date or declared record. We're going

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to choose, created and you can change it

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two years, days, months. You can set it to

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whatever you want. Like I said in our

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description, we're gonna make it one year.

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The action. What do we want? Tohave moving

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to the recycle bin permanently delete

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transfer to another location. This is a

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very good one. Start a workflow, skip to

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next stage, declare record, delete

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previous drafts or delete all previous

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versions. These are the options that we

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have. And like I said, I'm going to keep

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it simple and just move to the recycle

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bin. Now this. If it is an event that can

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recur, you can choose to recur this event.

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It could be recurring as many times as you

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want or, you know, you set the period

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here. You can kind of see it. It's great

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out for how many years, months, days.

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We're going to click, OK, and you can

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stack these retention stages. You can add

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mawr steps in your retention policy, But

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like I said, we're gonna keep it simple.

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Once that's done, I'm going to click. OK,

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And now we have created that retention

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policy for the sales proposal content

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type. And if we go to this library sales

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team site. We're using that content type

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here. Now, remember, when you set a

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retention policy on a content type at the

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site level like we just did? It's going to

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be applied everywhere. That content type

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is in use through all sites on sub sites,

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on the site collection, all libraries, all

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lists. So you have to be aware of that.

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Now we're going to click on the library

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settings here for this sales team library

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because I know this library uses that

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content type. We're gonna click on

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information management policy settings

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will click there, and we see the sales

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proposal. Content type is using the custom

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policy, and it gives us that description

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so we concede e that it's going to use it

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in this library. But remember, it's going

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to use it. Any library, any list where

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this content type is in use now, if the

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policy has been set at the site level like

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we just did, UI applied this policy to

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this content type site wide. You can't

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change it here. If I only wanted it to be

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applied in this library, or maybe I didn't

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want it to be applied in this library. If

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I click on sales proposal, you'll see you

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cannot change the policy settings for this

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current type because it inherited the

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settings from the parent content type. So

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if you wanted to set the policy just for

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one particular library, let's say you

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could go ahead and we're going to do it

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for this document content type here. And

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this is Onley in this library. We-can

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click on this here and we have the same

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options again to create a policy for this

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content type only in this library, this

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sales team site. So now you know how to

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apply content type retention policies in a

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group connected site in SharePoint. That's

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it for this lesson. Thanks for listening, and I'll see you next time.

