[Autogenerated] Hi. In this lesson, we're
gonna look at document library and folder
retention policies. We're here on our
sales team site. It is a group connected
site. Now the process is we're gonna look
at are gonna be the same for a group
connected site or a traditional SharePoint
site collection. When we want to set
library and folder retention policies, we
need to go to that library. And we are
here in the sales proposals library. We're
gonna click on our settings gear and go to
our library settings. Once we're in the
library settings, we're going to click on
information management policy settings. If
you don't see this option, it's because
site policies have not been turned on on
this site collection. So you'll need to
have that turned on. Now we're going to go
ahead and click there. We see for the
content type sales proposals, IT says
custom policy. This means we have a
content type retention policy on this
content type. Now, let's say we don't want
to abide by this retention policy. We want
to create our own retention policy for
this library. So what we need to do is
come up here and you'll see source of
retention for this library is content
types. So what we're going to do instead
is change source. This is going to break
the inheritance of these content type
policies. All of these policies come from
the site collection. We're gonna click,
change source and you see configure how
items in this library receiver retention
schedule Select content types if it's
using the retention schedules on the site
level, content types or, alternatively,
select library and folders. If you want to
define schedules on this library and it's
folders. So this is what we're gonna do.
We're going to click library and folders,
and we get this pop up window when library
and folder based retention schedules are
used. All content type retention schedules
are ignored. You maybe overriding policies
defined by your site administrator. You
need to be aware of that. We're gonna
click OK, it's library in folders and when
UI scroll down, we see library based
retention schedule now specify a retention
schedule for items in this library. By
default, all folders in this library will
inherit the library schedule. However,
folders can override the library in define
a unique schedule and I'll show you that
in just a moment. All right, we have to go
ahead and give a description of our new
policy for this library. And our
description is the retention policy for
this library is unique. Items will be
deleted after six months. All right, let's
go ahead and create a retention stage.
We're gonna click here and we see event.
The event is specify what causes the stage
toe. Activate. It's created. They
submitted decision. Do they created,
modified or declared record? These to
date, submitted and decision due date are
part of the content type that are used in
this library. But we're gonna leave it on
created, and we're going to change it to
six months now. The action when this stage
is triggered, perform the following
action. Move to recycle bin. But we have
other options. We-can permanently delete
IT, we-can transfer to another location,
start a workflow, skip to the next stage,
declare a record, delete previous drafts
or delete all previous versions. Now, if
we were to select elite previous drafts,
let's say we would have the option for
recurrence and we could repeat this stages
action until the next stage is activated
and we could go ahead and do that. We're
not going to do that for this one. We're
gonna keep it simple and simply move to
the recycle bin. Will click, OK, and give
it a minute here to create our policy.
There it is. Created six months. Move to
recycle Ben and no recurrence. But you can
stack these stages. You can add multiple
stages for this retention policy. You
would just click here and again at another
stage. All right, But we're fine just the
way it is. We're gonna click, OK? And now
we're back to our management policy
settings. And we have a big thing here
that says note. Since this library is
using library and folder retention, all
documents will use those schedules.
Content type retention policies are
ignored. So this policy here sales
proposal, the lead items created from this
content type after one year is ignored
because we have now changed the retention
for this library to library in folders,
not content type. Now, remember, it said
we could override the retention policies
for the folder. So if we click here on
folder, we could create our own retention
policy for the folder and It's basically
the exact same process. I'm fine with
leaving it just the way it is. So now you
know how to set document, library and
folder retention policies. That's it for
this lesson. Thanks for listening, and I'll see you next time.