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Questions tagged [information-management]

Information management (IM) is the collection and management of information from one or more sources and the distribution of that information to one or more audiences.

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Enable Content Type Auditing with PowerShell

In the browser, you can go into a Site Content Type's Information Management Policy Settings and decide to audit specific things about this content type. How can this be configured using the ...
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3 votes
0 answers
91 views

Add additional field to a Task form. The Task is generated using an OOTB Disposition Workflow

I need to add an additional field to a Task form page. The SP Settings cog does not give the option to 'edit page', so I think I need to do this in Designer. I have a document management system set ...
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3 votes
0 answers
808 views

SharePoint 2010 auditing policy for folder content type causes error

If I want to add an auditing policy on a folder content type I get an error the content type "Folder" at "/Shared Documents" is sealed. Does this mean that it's impossible to add an information ...
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2 votes
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766 views

Workflow that is started by the information management policy is not assigning task to user

Our foundation has created a record retention policy that will be implemented on our new SharePoint 2013 site. I have created custom columns for "start retention date" "review date" "data owner" and "...
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0 answers
119 views

Is it possible to dynamically hide specific custom retention actions in the dropdown menu?

I'm dynamically creating custom retention actions for information management policies. My problem is that in the retention action dropdown menu, I would like to show only some custom retention actions ...
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  • 652
1 vote
1 answer
82 views

Retention /Information management policy workflow issue where duplicate files created in destination

The policy is setup at the library/folder level. The associated action is to start a workflow. This is one of 2 active wfs enabled on that library. The workflow copies the item to another existing ...
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  • 11
1 vote
1 answer
255 views

SharePoint Retention - Expiration Date not calculating for some items

I have a retention policy set for a content type. The retention is based on the modified date + 3 years, if the condition is met a custom workflow starts. The recurrence is set to every 7 days. The ...
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1 vote
0 answers
292 views

How to set up recurring Retention Policies?

I need to set up a Retention Policy on a Document Library that sends an email out 12 months after the document was last modified, before sending an email out 15 months after a document was last ...
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1 vote
0 answers
394 views

Navigation using Managed Metadata (Term Store) OR Add metadata navigation on custom page layouts

I am working on a SharePoint 2013, where i created a new Enterprise wiki site collection. the requirement we get from our customer is as follow:- we need to add 6 metadata columns for the wiki page, ...
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  • 2,234
1 vote
1 answer
389 views

Saved form when submitted creates duplicate

Is there an easy way to prevent a form from creating a duplicate when submitting a saved form?
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  • 15
1 vote
0 answers
191 views

Information Management Policy Settings

I need to edit a content type for a document library more specifically the Information Management Policy. When I go to edit it I get this (see screenshot) So I'm guessing that this policy is ...
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1 vote
1 answer
45 views

IRM Prevent Old Document Versions from Opening

Is it possible to force a user to download the most up-to-date version of document when they open an old downloaded version on their local drive? I know IRM can require users to reauthenticate after ...
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1 vote
0 answers
268 views

Hiding document label placeholders

I'm using Labels as part of an information management policy, to display fields in Microsoft Office documents. The fields used are: Protection Level (required choice field with values "Not Protected"...
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22 views

Information Management Policy not running

In SharePoint 2016 on premise, I set an Information Management Policy Setting on a document library to send reminders whenever a document is overdue for review. I have it set so it should send 30, 60 ...
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  • 404
0 votes
1 answer
188 views

Error while checking the Retention Policy

I have a Sharepoint 2019 on-premise site collection in the Classic experience UI. We use library level "Information Management Policy" (check the section 3. HOW TO SET RETENTION POLICY FOR ...
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  • 101
0 votes
1 answer
50 views

Enable Retention option is missing in SharePoint 2013 List - Information Management Policy Settings (Content type - Item)

Enable Retention Option is missing in SharePoint 2013 List Information Management Policy Settings (Content type - Item), In my dev site the option is there (dev site is restored from a site ...
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0 votes
1 answer
20 views

Change Column Type On Move

I'm working on creating an auto-archive process with the information management policy settings. I managed to get it to work for the most part but hit a snag when trying to move a document set which ...
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0 votes
1 answer
383 views

Edit in Browser Option Missing on SharePoint Online documents after Information rights management

I have configured Information Rights Management on SharePoint Online Document library, After the configuration of IRM the word documents can not be edited on the browser, Question Does information ...
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0 votes
0 answers
413 views

User with full control getting Access Denied message on Information management policy settings

I'm completely stumped. The user has full control of the site (not the site collection, a subsite under a site collection) and on the specific list where he wants to apply information management ...
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0 votes
0 answers
1k views

Information Management Policy Settings Link is Missing in Sharepoint 2013

I can't find the Information Management Policy Settings anywhere. I've found a few posts that tell me to first go to Site Collection Features and activate the Library and Folder Based Retention ...
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0 votes
1 answer
2k views

How to hide the Retention Warning in Office Documents

I'd like to know how I can hide (or disable) the retention warning that appears when somebody downloads a Microsoft Office document via Sharepoint, which is about to expire in the near future. People ...
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  • 1
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1 answer
323 views

AD RMS using with Sharepoint 2010 and Form Based Authtication

I am working on a project, the need is that the site is for extranet and by using form based authtication the users can access the portal, I am stack at a point where I have to implement the RMS ...
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0 votes
1 answer
1k views

SharePoint Online Information Management Policies

I have some questions regarding Information Management Policies in a SharePoint Online environment. I have taken the required steps to set a retention policy a library. I turned on the Content ...
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