In this webinar, learn tips and tricks for structuring SharePoint to play well for records management. We share configuration best practices and tips for SharePoint so that you’re setup for records management success.

Get the slides from our website: https://www.gravityunion.com/events/2...

Takeaways:
Best practices on configuring SharePoint to enable records management
Configuration tips and design patterns for SharePoint content types
Governance guidance for SharePoint content types

Note: It doesn’t matter what platform you use for records management — this session applies to people who use Microsoft 365 Purview (previously called Microsoft 365 Compliance), or another tool such as Collabspace.

0:00 Introduction
3:08 Governance
8:53 Focus on the end user experience
9:54 Favour inplace records
11:39 Centralized and standardized configuration
19:32 Document libraries should serve a single purpose
26:11 Avoid folders
30:14 Design to minimize maintenance
33:55 Include RM input in design
34:33 Don't lift and shift
36:34 Auto classify everything
37:33 A note on very big buckets
41:46 Questions?