Applying a Retention Policy to an Outlook Folder

Per district policy, emails will only be retained for a period of 5 years. After that time frame, they will be deleted from your Outlook accounts. If you have emails you would like to retain for longer than 5 years, you can create a new Outlook Folder and change the retention policy for that specific folder. To do this, please follow these directions.

Microsoft 365 Outlook (online version)
1. Create a new folder in Outlook and title it. For directions on how to create a folder in Outlook, please follow these directions: https://support.sau19.org/help/en-us/62-microsoft-outlook/477-creating-email-folders

2. Right-click on the new folder you created or the folder you wish to change the retention policy for and select Assign Policy.
 

3. Select the desired retention policy. If you want to retain emails indefinitely, choose Never Delete

The new retention policy will now be applied to this folder and any emails added to folder will remain for the duration of the select retention policy. 

If you do not see the Never Delete (Never) option, please follow these steps to add it as an option:

1. Click on the Settings icon near your profile in the upper right-hand corner.

2. When the new window opens, click Mail (if it is not already selected), click Retention policies, and click Add new policy.

3. Check the box next to Never Delete and click Save.

4. You will now see the Never Delete as an option under the Retention policies. Click the X to get out of this screen. 

5. You will need to right-click on the folder you created or the folder you wish to change the retention policy for again and select Assign Policy.
 

3. Select the desired retention policy. If you want to retain emails indefinitely, choose Never Delete

The new retention policy will now be applied to this folder and any emails added to folder will remain for the duration of the select retention policy. 

Outlook Desktop App (Classic)
1. Create a new folder in Outlook and title it. For directions on how to create a folder in Outlook, please follow these directions: https://support.sau19.org/help/en-us/62-microsoft-outlook/477-creating-email-folders

2. Right-click on the new folder you created or the folder you wish to change the retention policy for and select Properties.
 

3. Click on the Policy tab and click the drop-down menu for the Folder Policy.

 

4. Select the desired retention policy. If you want to retain emails indefinitely, choose Never Delete. Then click OK.

The new retention policy will now be applied to this folder and any emails added to folder will remain for the duration of the select retention policy. 

If you do not see the Never Delete (Never) option, please follow these steps to add it as an option:

1. Click Add or Remover Retention Policies.

2. When the new window opens, click Add new policy.

3. Check the box next to Never Delete and click Save.

4. You will now see the Never Delete as an option under the Retention policies. Click the X to get out of this screen. 

5. You will need to exit out of the screen you were in to add the change the retention policy and right-click on the folder again to see the retention policy you just added. Select Properties.

6. Click the Policy tab and then click the drop-down for Folder Policy. Select Never Delete (Never).

7. This policy will now show as your selected policy. Click Apply and then click OK.
   


The new retention policy will now be applied to this folder and any emails added to folder will remain for the duration of the select retention policy.