Lifecycle and retention
Old work is archived on a schedule instead of piling up, and records are kept as long as they need to be and no longer.
- CarlDo we need to keep the 2014 project files?
- PaigeNo idea. Keep everything, just in case?
- CarlThat’s why we’re out of storage.
How it works.
- 01What to keep, and for how long
A short schedule by type: contracts, projects, HR, finance.
- 02Labels that carry the rule
A small set of retention labels, set by library where possible.
- 03Archive on a schedule
Finished work moves out of the way and stays findable.
- 04Delete when it’s time
With an owner signing off, and a record that it happened.
See when your storage runs out, and how much time archiving buys you.
Sample data. Nothing you enter leaves this page.
What the work looks like.
Six labels, applied automatically.
Open the sample Case study · client unnamedA field services firm gives every project one home.About 730 GB of live project files moved off the file server into SharePoint, with a register kept current from the project system and each new project’s folders and Teams channel set up in one step.
Read the case studyWhat people ask.
Is archived content gone?
No. It moves out of the way, read-only, and the people who need it can still find it.
Who decides how long we keep things?
You do, with legal or finance input where it matters. We turn the decision into labels and rules.
Plan your move.
Thirty minutes on a call. We tell you how we would start. Not sure yet? The Scan is free.