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I have a need for a document library retention policy to send an alert to someone 3 months before the expired date, to remind them to start the process of renewing the document.

I do something similar with another document library, where I set a content type to kick off a 2010 workflow on the date that it expires. This one though they want a reminder 3 months before. We are in SPO, and I'm curious if Flow could handle something like this. I think it has a timeout of 30 days, but not sure if there is a way around that.

Thanks for the help!

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    It sounds like you've used information management policies with content types before, but in case you haven't you might find this (lengthy) blog post of use link. I've read that the Timer Job that triggers the notification emails can not be changed in SPO though - see final header of the blog post. – Tally Feb 26 '18 at 14:00
  • I was just looking over his blog post to see if it will cover what I need. Hopefully it comes up with something. Thanks! – MattP Feb 26 '18 at 14:07
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To send an alert to someone 3 months before the expired date, create retention policy to set a content type to kick off a 2010 workflow.

Then Create an workflow like the following: enter image description here

  • I'll go this route, as it will be the easiest to implement. Maybe I'll adapt this to MS Flow once that program matures a bit. Thanks for the advice! – MattP Mar 6 '18 at 14:49

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