SharePoint 2013 – Configure a document expiration policy

I have been tasked with configuring an information management policy to ensure documents over a certain age are automatically archived to another location.  Here is how to do this:

1. Navigate to the document library and on the Library ribbon choose Library Settings

2. Under Permissions and Management click Information management policy settings

Library_Settings

3. Click Change Source and change the source of retention to Library and Folders (click OK if warned about content type retention schedules being ignored)

IMP_Settings

4. Enter a description for the policy and click Add a retention stageā€¦

5. Configure the event and action settings accordingly.  I have chosen to move documents that have not been modified for 5 years to another location.  Click OK

Stage_Properties

6. Click OK

Edit_Policy

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