Reading Time: 2 minutes 365EduCon Seattle is an in-person educational event coming to Seattle on August 21-25! I’ll be there talking about a few of my favourite subjects… compliance
Managed Metadata Superpowers and SharePoint Premium Document Processing
Reading Time: 4 minutes [Update November 2023] Microsoft Syntex has been rebranded as SharePoint Premium. Document Processing models are one of the many features included with SharePoint Premium. If
Building a Records Archive Center in SharePoint
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 This is the fourth post in my Blog Post series, Microsoft 365 Fiscal Year Retention, and its purpose is to demonstrate one of the ways
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