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johnjohn-Peter's avatar
johnjohn-Peter
Iron Contributor
Feb 26, 2025
Solved

where the documents that are retained as part of a retention policy get stored?

We want to apply a retention policy to some sites.

 

Mainly to keep the documents forever, or for 10 years. But my question, let say a user delete a document from a SharePoint online document library, and the file get deleted from the first stage recycle bin and from the second stage recycle bin of the site either manually or after 93 days. then where the file will be stored if there is a retention policy applied to the site?

second question, if the file has custom metadata applied to it through custom SharePoint site columns, such as Managed Metadata or Choice field or custom permission .. what will happen to those metadata and permissions?

Third question, does the above retention policy allow us to restore the retained files to their original locations?

Thanks

  • Hi johnjohn-Peter,

    When a retention policy is applied, even if a document is deleted from both recycle bins, it’s still retained in a hidden location in the system for the duration of the policy. For example, if it's set to keep documents for 10 years, the file will be kept but inaccessible to users until the retention period ends.

    Regarding custom metadata or permissions, these will be preserved with the document. The metadata, such as Managed Metadata or Choice fields, will remain intact, and the permissions will be kept as they were when the document was originally created or modified.

    And, yes, retention policies allow you to restore the retained files to their original locations if needed.

    Hope that helps!

    Regards!

  • luchete's avatar
    luchete
    Steel Contributor

    Hi johnjohn-Peter,

    When a retention policy is applied, even if a document is deleted from both recycle bins, it’s still retained in a hidden location in the system for the duration of the policy. For example, if it's set to keep documents for 10 years, the file will be kept but inaccessible to users until the retention period ends.

    Regarding custom metadata or permissions, these will be preserved with the document. The metadata, such as Managed Metadata or Choice fields, will remain intact, and the permissions will be kept as they were when the document was originally created or modified.

    And, yes, retention policies allow you to restore the retained files to their original locations if needed.

    Hope that helps!

    Regards!

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