The following is a preview of the records management planning process: Identify records management roles Successful records management requires specialized roles, such as the following: Records …

You can manage records “in place,” which means that you can leave a document in its current location on a site, or store records in a specific archive, such as a Records Center site. Before you implement …

Sep 26, 2025 · Prescriptive steps for admins, licensing requirements, and common scenarios that manage high-value content in Microsoft 365 for your legal, business, or regulatory obligations.

Sep 26, 2025 · Learn how Microsoft Purview Records Management supports high-value items for business, legal, or regulatory record-keeping requirements.

The Records Center supports the entire records management process, from records collection through records management to records disposition. Typically, a Records Center site is designed and …

Choose how to store and manage records Managing records in place is an alternative to the traditional process of copying or moving records to another location, and then applying security and retention …

Create a file plan to manage records The file plan is the primary records management planning document in SharePoint. Although file plans can differ across organizations, they typically: Describe …

The ability to manage records on any site gives record managers more control over how business and legal records with a long term value are handled. Managing records “in place” also enables these …

Feb 27, 2026 · Implement data lifecycle & records management in Microsoft Purview to manage compliance or regulatory requirements foryour data & records across their lifecycle.

Sep 26, 2025 · To declare documents and emails as records, use Microsoft 365 retention labels that mark items as a record or a regulatory record.

Jan 25, 2023 · Learn about records management and the records management planning process in SharePoint Server.