When M365 Classifiers Misfire on Compound Records
Solve M365 classifier misfire issues on compound records with Primary Document Method or Document Sets. Learn about adjudication files now!
Chapters:
00:00 - Intro
00:23 - Institutional Records
00:48 - Compound Records and adjudication files
01:15 - Compound Records and Retention dilemma
02:32 - Auto-Apply methods in MS Purview and why they don't work with compound records
03:18 - How to solve it and Disclaimer - It is up to the lawyers to define compound records
03:50 - The Primary Document Method for compound Records
06:12 - Pros and cons of the Primary Document Method
06:22 - Document Set for compound record and adjudication files - Demo
12:12 - Document Sets are the best! ;)