Retention Planner
Plan retention policies and labels, find coverage gaps, and export a deployment checklist.
Retention · which setting wins
Contract.docx: one policy deletes after 3 years, a label retains for 7
Does any setting retain the content?
Longest retention period wins — 7 years
Retained for 7 yearsretain wins
Retention always beats deletion, and the longest period wins. The delete-after-3-years setting is ignored until year 7.
Start with a preset
RunE5
Targeted + advanced
Start with a baseline - retain-only policies covering your core workloads. Expand coverage as your retention strategy matures.
Keep going
Guides and live roadmap updates for Data Lifecycle & Records Management.