Information Management Policy in Document Library
Using Information Management policy settings you can perform required action after particular number of days. For example you can delete old items from a list/library after specified number of days using this policy. Here I will show you how to create this policy.
Go to the Library Settings. Click on the link Information management policy settings.
Then you will see following screen. Here click on the Document link to create retention policy on documents.
Select the Enable Retention option in the below screen.
click on the link Add a retention stage...
here, in the above screenshot if the document created date crosses 90 days then the item will be moved to Recycle Bin. Else you can also delete document permanently as well as we can start one workflow also using Action list.
Finally click on OK to commit the changes.
Go to the Library Settings. Click on the link Information management policy settings.
Then you will see following screen. Here click on the Document link to create retention policy on documents.
Select the Enable Retention option in the below screen.
click on the link Add a retention stage...
here, in the above screenshot if the document created date crosses 90 days then the item will be moved to Recycle Bin. Else you can also delete document permanently as well as we can start one workflow also using Action list.
Finally click on OK to commit the changes.




Comments
Post a Comment