Setup Retention Policy in Sharepoint online

al4629740
al4629740 used Ask the Experts™
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How do I setup a retention policy in SharePoint online that will indefinitely prevent files from being deleted on specific folders?
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SharePoint AED
Distinguished Expert 2018
Commented:
The behavior you are requesting is default behavior. A retention policy would run actions (could be delete action, maybe move actions or other actions) on a defined schedule.

To keep files forever, make sure there is NO retention policy and you will be okay.

Hope that helps...

Author

Commented:
So when I’m in a folder I’m able to delete a file currently. How does that align with what you said?
Walter CurtisSharePoint AED
Distinguished Expert 2018
Commented:
The words 'Retention Policy' threw me off.

Sounds like what you want to do is apply a permission level of read only for users to the library. Go to site settings --> Site permissions and set up permissions as you want.

Users with read only permissions will not be able to delete or change files. If you want users to modify the files, but not delete them you will need to use a custom permission that allows users to edit or contribute but without delete permission.

Hope that helps...
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Author

Commented:
So just curious, IS there a "retention policy" that keeps docs forever?
Walter CurtisSharePoint AED
Distinguished Expert 2018
Commented:
SharePoint does have some 'records management' capability. You can also mark some files as 'on hold', which makes is difficult for them to be deleted.

Author

Commented:
Will it give them the ability to delete it and at the same time just warn them beforehand?
Walter CurtisSharePoint AED
Distinguished Expert 2018

Commented:
No, when a file has a hold placed on it, only an admin can remove the hold so the file can be deleted.
Walter CurtisSharePoint AED
Distinguished Expert 2018

Commented:
Thanks

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