Month: August 2019

Auto-populating document templates via a form in SharePoint

UPDATE - As Microsoft have deprecated SharePoint 2010 workflows from SharePoint Designer (SPD) (as described here), the model described below will not work as described. See this updated post - 'Auto-populating Microsoft Word templates - a no-workflow option' published 21 September 2020. As at this date, there does not seem to be an equivalent Power … Continue reading Auto-populating document templates via a form in SharePoint

SharePoint Content Types – A records management view

SharePoint Content Types (CTs) have been a fundamental element in SharePoint architecture since they were introduced in 2007. They are also the cause of some divided opinions, in favour of (a) using multiple, 'custom' CTs to control content, or (b) minimising their use in favour of alternative options such as metadata choices. A recent tweet … Continue reading SharePoint Content Types – A records management view

Office 365 Security and Compliance – classification label changes

Microsoft have improved the Classification section in the Office 365 Security and Compliance centre. The change will help to reduce confusion and make it easier for records managers and security administrators to focus on their individual needs. Previous user interface The primary change is to the menu interface. The previous menu options, shown in the screenshot … Continue reading Office 365 Security and Compliance – classification label changes

Managing the outcomes of records retention in Office 365

The retention of records in Exchange Online (EXO), SharePoint Online (SPO), OneDrive for Business (ODfB) and Office 365 (O365) groups can be achieved through the application of retention labels published in the O365 Security and Compliance admin portal. This post describes: How retention labels work (in summary), including the 'per record' rather than the container/aggregation … Continue reading Managing the outcomes of records retention in Office 365

SharePoint Online – records management options and settings

This post summarises the primary records management options, settings and ideas that can be applied in SharePoint Online to manage records. This post should be read as the second part of my previous post on the records management options and settings available in the Office 365 admin and security and compliance portals. Some of these settings … Continue reading SharePoint Online – records management options and settings

Office 365 admin and Security and Compliance portals – records management options and settings

If you plan, or want to understand how, to manage records 'out of the box' in the Office 365 ecosystem including in SharePoint Online, Exchange Online and MS Teams, you will need to know the available options and settings. These would normally be set by the Office 365 Global Admins (GAs) or, in some cases, … Continue reading Office 365 admin and Security and Compliance portals – records management options and settings