SharePoint 2016 For Dummies

Chapter 20

Archiving Documents and Records

IN THIS CHAPTER

Creating information management policies

Setting up a Records Center and content organizer rules

Enabling in-place record declaration

Discovering and placing records on hold

In SharePoint 2016, the Records Center is a useful and powerful tool for declaring holds and managing records. First, it’s metadata-driven, which means that all policies for automatic declaration, retention, and disposition can be based on metadata. Second, it’s capable of hierarchical archiving, meaning that each level or folder where documents are routed, based on their metadata, can inherit from its parent or have separate policies. Third, you can manage the entire lifecycle of the document in a single policy, from declaration through disposition. Fourth, administrators can allow users to declare records outside of the official Records Center, allowing records to be kept where they are actively being accessed and updated.

In this chapter, you explore the records management functionality in SharePoint 2016. You discover how to define terms, create information management policies, and set up a site based on the Records Center template. Finally, this chapter covers some of the finer points of records management, such as using the Content Organizer tool and placing holds on content.

Defining the Terms

SharePoint 2016 provides many records management features, including the Managed Metadata Service, Content Types, Content Organizer, Policies, Document ...