Implementing a solution to automatically mark contracts as records when uploaded to a SharePoint Online site.

Automatically Marking Contracts as Records in SharePoint Online

Question

You have a Microsoft SharePoint Online site that contains employee contracts in a document library named Contracts.

The contracts must be treated as records in accordance with your company's records management policy.

You need to implement a solution to automatically mark all the contracts as records when they are uploaded to Contracts.

Which two actions should you perform? Each correct answer presents part of the solution.

(Choose two.) NOTE: Each correct selection is worth one point.

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D. E. F.

BC.

https://docs.microsoft.com/en-us/microsoft-365/compliance/create-apply-retention-labels?view=o365-worldwide

To automatically mark all the contracts in the SharePoint Online site as records when they are uploaded to the Contracts document library, you need to perform the following two actions:

A. Create a Sensitivity Label: Sensitivity labels help you classify and protect your sensitive content. Sensitivity labels can be used to automatically classify and protect documents and emails in Microsoft 365 services. In this case, you can create a sensitivity label that marks the contracts as "Records" when they are uploaded to the Contracts document library. To create a sensitivity label, you need to have the appropriate permissions and access to the Microsoft 365 Compliance center.

B. Create a Retention Label: Retention labels help you keep the content that needs to be retained for a specific period and automatically delete the content that is no longer required. You can create a retention label that is associated with the "Records" sensitivity label. The retention label will ensure that all the contracts marked as "Records" are retained for the specified period according to your company's records management policy. To create a retention label, you need to have the appropriate permissions and access to the Microsoft 365 Compliance center.

C. Configure a default label on the Contracts document library: To ensure that all the contracts uploaded to the Contracts document library are automatically labeled as "Records," you need to configure a default label on the Contracts document library. This will ensure that when a user uploads a contract to the Contracts document library, it is automatically labeled as "Records" using the created sensitivity and retention labels.

D. Create a retention policy: A retention policy is a set of rules that are applied to content to determine its lifecycle, such as how long to retain it and when to delete it. You can create a retention policy that is associated with the "Records" sensitivity and retention labels. The retention policy will ensure that all the contracts marked as "Records" are retained for the specified period according to your company's records management policy.

E. Create a file plan: A file plan is a document that defines the retention periods and disposal actions for different types of records. You can create a file plan that defines the retention periods and disposal actions for the "Records" sensitivity and retention labels. The file plan will ensure that all the contracts marked as "Records" are retained for the specified period according to your company's records management policy.

F. Create a retention lock: A retention lock is used to prevent the deletion or modification of content for a specified period. You can create a retention lock that is associated with the "Records" retention label. The retention lock will ensure that all the contracts marked as "Records" cannot be deleted or modified until the specified retention period has expired.

Based on the information provided in the question, the two actions that you should perform are A and B. Create a sensitivity label that marks the contracts as "Records" and create a retention label that is associated with the "Records" sensitivity label. Configuring a default label on the Contracts document library may also be required to ensure that all the contracts uploaded to the Contracts document library are automatically labeled as "Records."