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.
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 this looks like in practice
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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.
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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.
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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.
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.
What's new?
How to Archive a SharePoint Site Without Losing the Rules
How to archive a SharePoint site: what Microsoft 365 Archive does, the four options available, and why retention is a separate decision from storage.
Document Lifecycle Management: Six Stages, One Owner Each
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Document Version Control: Rules That Survive Real Work
Document version control explained: why file names fail, what check-out and a version history actually give you, and how to keep one authoritative copy.
How to Write a Document Retention Policy That Holds
How to write a document retention policy: what goes in it, how long to keep things, who signs disposal, and the mistakes that make a policy unusable.
What Is Document Archiving? File Plans, Terms, Disposal
Document archiving explained: what it is, how it differs from document management, and what a document archiving system has to do with terms and disposal.

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