Configure Retention in Document library in SharePoint 2010/2013

create retention policy sharepoint 2010

This SharePoint 2010 tutorial explains, how we can configure retention policy in a document library or list in SharePoint 2010/2013. The Retention policy feature lets you define retention stages, with an action that happens at the end of each stage.

Suppose you want to delete documents which are created 1 year back, then this feature will be very much helpful.


An information management policy is a set of rules that govern the availability and behavior of a certain type of important content.

Configure Retention in Document library in SharePoint 2010/2013

You can create a retention policy definition within the site collection and then you can apply the retention policy to content types in SharePoint. Also, you can create a retention policy directly on a SharePoint list or document library.

Before doing anything first activate the “Library and Folder Based Retention” feature. Go to Site Settings and then under Site Collection Administration click on Site collection features. In the list of Site Collection Features, search for “Library and Folder Based Retention” and click on Activate if it is not Active.

create retention policy sharepoint 2010 for document library
create retention policy sharepoint 2010 for document library

Then return back to the Site Settings page, Click on “Site collection policies” under Site Collection Administration. This will open the Policy page.

create retention policy sharepoint 2010
create retention policy sharepoint 2010

Click on Create in the toolbar. This will open the page to create a policy.

retention policy for sharepoint
retention policy for sharepoint

In the Create Policy page, Give a name, Administrative description, policy statement. Then check the Enable Retention checkbox as shown in the fig below.

Retention Policy for document library in SharePoint 2010
Retention Policy for document library in SharePoint 2010

Then click on Add a retention stage. link. This will open the Stage properties dialog box. We need to give the event like Created Date + 60 days means this will cause the stage to activate.

Configure Retention in Document library in SharePoint 2010
Configure Retention in Document library in SharePoint 2010

There are a lot of actions defined in it and we should use as per our requirement.

  • Move to Recycle Bin: In this case, when this will run the item will be moved to recycle bin.
  • Permanently Delete: If you will choose this action, the item will permanently get deleted.
  • Transfer to another location: If you want things like archival then this is the appropriate option.
  • Start a workflow: If you will choose this action, it will start a workflow but make sure it previously exists.
  • Skip to next stage: It will do not do anything rather skip to the next stage.
  • Declare record: If you have enabled the use of records in your site collection, this option allows you to turn a non-record into a record when the specified period of time elapses.
  • Delete previous drafts: This will remove all draft versions of the document but it will not delete the major version.
  • Delete all previous versions: This will delete previous versions of the document.

Then now if you want to configure this retention for any particular document library or list then go to the list or library settings. From the Permission and Management click on Information management policy settings.

Here click on any of the content types like Item or Folder. Here there will be 3 option. None, define a policy or use a site collection policy. Here we will the 3rd option and we will use the policy which we have created just now.

Then click on OK.

create retention policy sharepoint 2010 for document library
create retention policy sharepoint 2010 for document library

You may like following SharePoint tutorials:

Hope this SharePoint tutorial explains, how to Configure Retention in Document library in SharePoint 2010/2013.

Check out Best Alternative to InfoPath -> Try Now

free sharepoint training

SharePoint Online FREE Training

JOIN a FREE SharePoint Video Course (3 Part Video Series)

envelope
envelope

About Bijay Kumar

I am Bijay from Odisha, India. Currently working in my own venture TSInfo Technologies in Bangalore, India. I am Microsoft Office Servers and Services (SharePoint) MVP (5 times). I works in SharePoint 2016/2013/2010, SharePoint Online Office 365 etc. Check out My MVP Profile.. I also run popular SharePoint web site SharePointSky.com

View all posts by Bijay Kumar →