Document & Records Management Features in Office 365 – SharePoint Online: Part 1 – Introduction

ByRez Khamis

Mar 30, 2018 #Records Management

Many years ago, I did a series of blogs on features & services within the SharePoint 2010 platform that could be used in building your Records Management system. I received a lot of positive feedback on this series of blogs so I thought I would do something similar that is updated to the most current technology and pertains to both Office 365 & SharePoint Online. Most of the features I will be outlining in these articles at a high-level pertain to both documents & records management.

The typical audience for this series of blogs would be someone who hasn’t been exposed much to SharePoint Online & Office 365 or are looking forward to learning more about it, so I will be starting from the basics. Much of which is driven by official Microsoft official documentation but organized in a manner with features and services that I feel makes sense for people to build their document & records management system with.

I also plan to cover many of the security & compliance features in Office 365 that you should be aware of when managing your documents & records.

Items that I will eventually cover include:

Introduction
Document & Records Management Technology Trends
Microsoft’s strategy regarding Records & Documents Management in Office 365
Sites & Site Collections
Lists & Libraries
Site Collection, Site, Sub-Site, List & Item Security
Metadata & Columns
Content & Document Types
Document IDs & Durable Links
Managed Metadata Service (Term Store)
In-Place Records
Records Center
Send To.. Capability
Auditing within Site Collections, Sites & Lists
Information Management Policies
Multi-Level Retention
Content Organizer
Compliance Details
Content Type Publishing Hubs
Virtual folders and metadata based navigation
Scaling your Enterprise Documents & Records within Office 365
Document Sets
Modern Details Pane
Gaps in Documents & Records Management Capabilities
Third Add-Ons
Security & Compliance Center
- Alerts
- Permissions
- Classification Labels and Policies
- Data Loss Prevention & Policies
- Data Governance
- Threat Management
- Search & Investigation
- Reports
- Service Assurance