About Us

SharePoint Record & Document Retention Workshop



This SharePoint Record & Document Retention workshop helps you manage your Office 365 content lifecycle alongside physical records.

OUTLINE

If you’ve got the responsibility for records management and governance, this course lifts the lid on SharePoint O365’s retention policies and rules.


PURPOSE

  1. Have you taken the SharePoint End User Essential Courses (1+2)?
  2. Or, do you have a solid amount of experience using the SharePoint platform?
  3. Do you want to use SharePoint for record and document storage?
  4. Or, are you looking to use SharePoint for record and document retention?

This SharePoint Record and Document Retention Course is designed to help you use SharePoint in a highly-effective way for record and document storage and retention. Let us lead the way in the SharePoint landscape.


WHAT’S COVERED

  • Record and Document Retention Recommendations
    • SharePoint’s strengths and limitations with retention policies
  • Record Routing
    • Based on the type of record, automatically route the appropriate record to corresponding document libraries
  • Policy Enforcement
    • Enforce separate policies for each type of record to specify “Programmable Interface” and “Hold”
      • Programmable Interface: Integrate the records center with other sources to allow seamless submission of records
      • Hold: Ability to hold records to avoid deletion or archiving based on policy

END RESULT

After you complete the SharePoint Record and Document Retention Course, you can, independently and with confidence, apply these SharePoint functionalities to your SharePoint environment.


Audience

SharePoint Power Users

Technology

SharePoint

Type

Training/Workshop

Location

  • Online
  • On-site

Duration

  • 5-6 hrs

Skillset

  • SharePoint Record & Document Retention
Want to learn more call us +1 (929) 257-1581