SharePoint archiving

Microsoft moves an inactive site into cold storage. That is storage, not a records programme. We add the rules: a file plan over cases, retention terms, destruction with signed reports, and the same rules outside SharePoint.

  • A file plan over cases, not over sites
  • Retention terms with destruction and transfer reports
  • The same rules for documents that never lived in SharePoint

Storage is not a records programme

Microsoft 365 Archive moves an inactive site to cold storage. How long each case is kept, who may open it, and who signs when it goes are a separate layer on top.

What Microsoft already gives you, and what it is

Microsoft 365 Archive moves inactive data into a cold storage tier inside SharePoint. Archived content keeps the same searchability, security and compliance standards; a site keeps all its metadata and permissions when it is reactivated; and the whole thing is billed pay as you go (Microsoft 365 Archive documentation, read October 2026).

Read that list again and notice what it is about: sites. You archive a whole site, it stops being directly accessible, and you pay for the storage it consumes. That is a sensible answer to «our tenant is full of dormant team sites». It is not an answer to «prove to the auditor how long this contract must be kept and who destroyed the previous version».

Where a SharePoint archive solution usually stops

Three gaps show up in every project that starts from the storage tier and stops there.

Retention rules in a records programme hang on the case: a contract, a client file, a personnel folder. A site is a container that happens to hold several of them, with different terms.

Deleting is not destroying. A records programme produces a report that says what was destroyed, under which rule and who signed it. That report is itself a document that has to be kept.

Scanned paper, documents from the accounting system, files from the production system. If the rules live inside one platform, everything outside it stays unruled.

What we add on top

One file plan over all cases, wherever the documents physically sit. Retention terms per case rather than per site. Destruction that runs automatically on expiry or by hand and leaves a signed report. Transfer to a state archive handled the same way. A full access log: who opened, changed, moved or destroyed a record, and when.

Inside Microsoft 365 that layer sits on softXspace365, our document management for Microsoft 365, which keeps documents, contracts and approvals where your people already work, in Teams and SharePoint. Outside it, the same file plan covers what SharePoint never held.

What this looks like in practice

  • Archiving in SharePoint Online

    Dormant sites go to the cold tier, and the records inside them keep their own terms. The two decisions stop being the same decision.

  • A file plan people can actually follow

    New documents fall into the plan instead of into somebody's folder, because the plan is part of the workflow rather than a spreadsheet beside it.

  • One answer at audit

    One place to show the rule, the term, the log and the destruction report, instead of three exports from three systems.

Starting without rewriting the tenant

Nobody moves an organisation to a records programme in one release, and the attempts that try usually stall at the file plan approval. The working order is the other way round: take one group of cases that somebody is already accountable for, agree the terms for that group only, switch the log on, and let the first destruction run go through the full cycle including the report.

That gives two things at once. The auditor gets a complete answer about one area instead of a promise about all of them, and the rest of the organisation gets a working example rather than a policy document. Scope grows from there, and the dormant sites keep going to the cold tier on their own schedule, which is a separate decision and stays separate.

Where your records live

You choose. On your own servers, or in Azure in your own region. Data residency is usually decided by your regulator, your head office or your security team, not by a software vendor.

Cloud deployment carries the same access control and the same logging as an on-premises installation. Banks run audits against it, which is the only test of that claim worth anything.

If a request arrives to remove everything belonging to one person, that is configured to your rule rather than shipped as a switch: tell us how the request should be handled and we set it up.

Frequently asked questions

No. Microsoft 365 Archive is a storage tier for inactive sites and it does that job well. This is the records layer above it: a file plan over cases, retention terms, destruction with reports, and the same rules for documents that live outside SharePoint.
Yes, once the rules hang on the case rather than on the site. Every case carries its own term, and the system refuses to delete a record before that term runs out.
Yes. Destruction runs automatically on expiry or by hand, depending on how you set it up, and each destruction produces a report you can show later.
Everything is logged: who opened, changed, moved or destroyed a document, and when. That log is what you show at an audit.
Where you choose. On your own servers, or in Azure in your own region.

Ready to start?

The quickest way to judge this is on your own tenant and your own file plan. Ask for a demonstration and we will show it on your rules, not on a sample site.

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