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  • January 9, 2023

Using SharePoint to comply with document retention policies

  • By kiefermedia

SharePoint is commonly used by organizations to manage and share documents and other digital assets. Because of its robust document management capabilities, SharePoint can be an effective tool for helping organizations to comply with document retention policies. 

Document Libraries

By using document libraries, SharePoint can be used to manage documents and comply with document retention policies. SharePoint document libraries are specialized folders that can be used to store and organize documents according to specific criteria, such as document type, date, or project. This allows organizations to easily categorize and manage their documents, and to ensure that they are stored in a way that is consistent with their document retention policies. 

Metadata

SharePoint also enables users to store documents with metadata . Metadata is information that is associated with a document, such as its title, author, or date, and can be used to provide additional context and meaning to the document. By using metadata, organizations can create more organized and searchable document libraries, and can ensure that their documents are properly labeled and classified according to their retention policies. 

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Features to Support Compliance

SharePoint also offers a number of additional features and capabilities to help organizations comply with document retention policies. For example, SharePoint allows users to easily share and collaborate on documents, which can be useful for ensuring that documents are properly reviewed and approved before they are retained. SharePoint also provides access control and security features, which can be used to ensure that only authorized users have access to sensitive or confidential documents. 

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SharePoint is a powerful tool for managing documents and offers a broad set of features that can help organizations comply with document retention policies. By using its specialized document libraries, metadata capabilities, and other features, organizations can easily organize and manage their documents, and can ensure that they are stored and accessed in a way that is consistent with their retention policies. 

Kiefer’s team of experts can help you in leveraging SharePoint to manage critical business content and work collabratively with your team to get the most out of your investment in Microsoft 365 and SharePoint.

  • Tags: Document Management, Document Retention, Metadata, Microsoft 365, Microsoft SharePoint, Modern Workplace, Retention Policy, SharePoint Consulting, SharePoint Online
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