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How to Set Up an Email Retention/Archiving Policy in Office 365

< 1 minute read

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It doesn’t take long to feel buried in your inbox. We’ve introduced strategies like Clutter, Sweep, and other organizational methods (like Outlook categories) that can keep the email avalanche at bay.


To view your retention policies:

  1. Click your settings gear and select Options.
  2. Select Retention policies under MAIL > Automatic processing.
  3. Select a policy to display the details.

To assign a policy in Outlook on the Web:

  1. Right-click on a folder or message and select Apply policy.
  2. Click the policy you wish to assign.

To assign a policy in Outlook 2013/2016:

  1. Select a message and click the Assign Policy icon in the Home tab. If you don’t have Assign Policy available, go to the Developer tab and select Policy. If these buttons are unavailable, your Exchange admin may not have enabled retention policies or your Outlook license may not include this feature.
  2. Click the policy you wish to assign.

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