DESCRIPTION
Relying on Outlook as a records repository is risky, costly, and noncompliant. This session explains why email belongs under a governed retention program—not in user mailboxes—and shows how to shift from ad hoc storage to structured, compliant management.You’ll learn how to reduce exposure in audits and eDiscovery, implement effective retention and deletion policies, and automate filing and tagging from Outlook to SharePoint Online. We’ll cover practical patterns your team can adopt right away, common pitfalls to avoid, and real-world examples of organizations that successfully moved email from personal inboxes into governed repositories without disrupting productivity.
Walk away with clear, actionable steps to modernize email retention, strengthen governance, improve compliance, and lower storage costs—while keeping Outlook focused on communication, not recordkeeping.
NOTE:
This session applies to Microsoft Outlook features as of 2026. Future users should confirm availability of discussed tools and interface.
LEARNING OBJECTIVES
Upon completing this session, attendees should be able to:
- Distinguish the difference between communication tools (e.g., Outlook) and compliant records repositories, and articulate the risks of using the former for recordkeeping.
- Apply practical methods to automate the filing and tagging of email from Outlook to SharePoint Online using metadata and classification rules.
- Develop or refine email retention and deletion policies that align with legal, regulatory, and business requirements.
- Evaluate current email practices to identify compliance gaps and prioritize remediation steps that reduce eDiscovery and audit exposure.
- Outline a pragmatic transition plan to move from mailbox-based storage to governed repositories, including change management considerations.
ABOUT
Format
On Demand Webinar
Language
English
Year Published
2026
