We implemented Microsoft Purview for resort team and created a retention labels (policy).
there are two locations where the retention labels can be used:
1. Outlook - for emails
2. Sharepoint site / Onedrive.
Please assign labels accordingly to specific type of documents or emails.
You can assign labels to Outlook Folders or Sharepoint Folders (libraries) - all items inside will inherit the label of the folder.
Outlook - how to assign label (policy) to Outlook Folder
For assigning label (policy) please select folder and in the top bar select "Assign Policy" and choose "Set Policy"
Select proper policy:
Outlook - how to assign label (policy) to email
right click on email and select "Assign Policy". If you can't find the label (policy) you are looking for select "More Retention Policies..."
Sharepoint - Onedrive
You can assign label to Folder (library) or specific document. Once selected Folder or Document look at properties and click "choose a label"
and select a label you require
- Purview email/sharepoint
- path to file
- what type of label
Please note Explorers Kids Club team is the first team to use Purview and we will be looking carefully into this implementation and help you as soon as possible.