Define an Information Policy for a Content Type

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Define an Information Policy for a Content Type

Define and Information Policy for a Content Type

Defining an Information Management Policy for a content type enables the policy to be applied to items based on the content type no matter what list or library they exist in.

The following walk-through will show you how to create a new content type and define an Information Management Policy for it.

The Information Management policy settings are not available with SharePoint Foundation.

  1. Open our browser and navigate to your team site.
  2. Create a new content type named "Policy Demo" based on the Document type.
    1. Click the Settings menu drop-down and choose the Site Settings option.
    2. Click the Site content types link under the Web Designer Galleries group.
    3. Click the Create link at the top of the Site Content Types gallery page.
    4. Type "Policy Demo" in the Name field.
    5. Select Document Content Types in the Select parent content type from drop-down field.
    6. Select Document in the Parent Content Type drop-down field.
    7. Click the OK button to complete creating the new content type.
  3. Define a Document Information Policy that removes old versions of documents one day after the document has been modified.
    1. Click the Information management policy settings link in the Settings area. Information Management Policy for a Content Type
    2. Check the Enable Retention check box. Information Management Policy for a Content Type
    3. Click the Add a retention stage... link under the Enable Retention check box.
    4. Select Modified + 1 days for the Time Period fields. Information Management Policy for a Content Type
    5. Select Delete all previous versions in the Action drop-down field. Information Management Policy for a Content Type
    6. Click the OK button to save the Stage properties.
    7. Click the OK button to save the policy setting to the content type.
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