Reading Time: 7 minutes As a consultant working in the field with many records managers, I am frequently asked about ways to build a central record repository to store/view
A Records Manager’s guide to Auto-applying Retention Labels using SharePoint IA
Reading Time: 2 minutes I talk to many compliance professionals who are in the throes of reviewing their retention schedules with the intent of making it “software ready” for
Microsoft 365 Fiscal Year Retention | Event-based Auto-apply
Reading Time: 9 minutes A long time coming, but this is the fourth post in my Blog Post series, Microsoft 365 Fiscal Year Retention, and its purpose is to
Syntex Classifier vs Trainable Classifier
Reading Time: < 1 minute “When would you use a Microsoft Syntex document processing model classifier rather than a Trainable Classifier to apply a retention label?” I have been asked
A SharePoint Content Type DLP Policy
Reading Time: 4 minutes [Updated March 2023] This capability is now available within the Purview DLP UI. Although the PowerShell technique I describe in this post will certainly still
Structured Document Processing Model with Microsoft Syntex
Reading Time: 3 minutes As of March 2023, here are the types of custom Microsoft Syntex models you can build to classify documents in SharePoint (this post is about