Skip to Content

MC394835: eDiscovery (Premium) Records Management – Discover the document version that has been shared (preview)

This update was previously communicated in November 2021 (MC295570) but experienced unforeseen delays during rollout. We truly appreciate your patience as we’ve worked diligently to resolve these issues. We are now ready at last to announce an updated timeline for rollout of these features.

To help you efficiently meet regulatory obligations for retention and eDiscovery of shared content in your organization, eDiscovery (Premium) will soon support the ability to discover the version of the document at the time that it was shared. This is facilitated by a new Records Management capability that enables you to automatically apply retention labels and retain the version of files shared as cloud attachments in email via Exchange and chat via Teams.

This message is associated with Microsoft 365 Roadmap IDs 70718 and 70580.

Many customers often consider shared documents or cloud attachments as a form of communication, and therefore are required to preserve and make that content discoverable. While end users benefit from quickly sharing files for visibility and collaboration, this practice has been challenging for eDiscovery and legal professionals. To help customers efficiently meet their regulatory obligations for discovery, eDiscovery (Premium) plans to support the ability to discover the version of the document at the time that it was shared. This helps ensure that the correct document information is available to eDiscovery processes.

This update enables organizations to automatically apply retention labels to the version of files shared as cloud attachments, which are live links of SharePoint or OneDrive content that can be shared via emails or Teams messages.

MC394835: eDiscovery (Premium)   Records Management – Discover the document version that has been shared (preview)

When this will happen

Rollout to public preview will begin in late July and is expected to be complete by end of August.

How this will affect your organization

Information workers in organizations benefit from quickly sharing cloud attachment files for visibility and collaboration, however this practice has been challenging for eDiscovery and legal professionals who are required to preserve and discover that content. With this feature update, eDiscovery (Premium) will support the ability to discover the version of the document at the time that it was shared. This helps ensure that the relevant version of the file is available to eDiscovery processes. With this update eDiscovery premium collections will provide the current live version of the document as well as the version of the document at the time it was shared.

With this update eDiscovery premium collections will provide the current live version of the document as well as the version of the document at the time it was shared.

To make this possible, you will now be able to create a retention auto-labeling policy in the Records Management solution, within the Microsoft Purview compliance portal (formerly Microsoft 365 compliance center), where you will be able to select the option to include files shared as cloud attachments (live links of SharePoint or OneDrive content shared via emails or Teams messages).

To make this possible, you will now be able to create a retention auto-labeling policy in the Records Management solution, within the Microsoft Purview compliance portal (formerly Microsoft 365 compliance center), where you will be able to select the option to include files shared as cloud attachments (live links of SharePoint or OneDrive content shared via emails or Teams messages).

What you need to do to prepare

Access the eDiscovery (Premium) and Records Management solutions within the Microsoft Purview compliance portal.

Learn more

Message ID: MC394835
Published: 23 June 2022
Updated: 23 June 2022

Alex Lim is a certified IT Technical Support Architect with over 15 years of experience in designing, implementing, and troubleshooting complex IT systems and networks. He has worked for leading IT companies, such as Microsoft, IBM, and Cisco, providing technical support and solutions to clients across various industries and sectors. Alex has a bachelor’s degree in computer science from the National University of Singapore and a master’s degree in information security from the Massachusetts Institute of Technology. He is also the author of several best-selling books on IT technical support, such as The IT Technical Support Handbook and Troubleshooting IT Systems and Networks. Alex lives in Bandar, Johore, Malaysia with his wife and two chilrdren. You can reach him at [email protected] or follow him on Website | Twitter | Facebook

    Ads Blocker Image Powered by Code Help Pro

    Your Support Matters...

    We run an independent site that is committed to delivering valuable content, but it comes with its challenges. Many of our readers use ad blockers, causing our advertising revenue to decline. Unlike some websites, we have not implemented paywalls to restrict access. Your support can make a significant difference. If you find this website useful and choose to support us, it would greatly secure our future. We appreciate your help. If you are currently using an ad blocker, please consider disabling it for our site. Thank you for your understanding and support.