A Tale of Two Retention Policies in Microsoft 365

There are two ways to create retention policies in Microsoft 365 - (a) by creating a label and publishing it as retention policy, or (b) creating a retention policy without a label. Both are created from the Information Governance section of the Compliance portal in Microsoft 365. This post describes how the policies are created …

What to use when – metadata, content types, folders or document sets

Most end-users will be familiar with using folders to 'categorise' content in SharePoint document libraries, but not everyone will be familiar with other options including document sets or the use of metadata or content types to achieve similar 'grouping' outcomes. Any (and all of) these options can be used to categorise content in a document …