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How do users apply a retention catagory to an email

datownsend
Level 3

Hello

We have a 7 year retention Catagory which is "locked" and is applied to all our users.

we need to set up a new retention catagory for users so they can apply this to specific emails.

I seem to be going round in circles with this so could anyone point me in the right direction.

Thanks

Dave

 

2 REPLIES 2

AndrewB
Moderator
Moderator
Partner    VIP    Accredited

create the new retention category and make sure it isnt set to hidden.

make sure the outlook addin behavior is set to full in the desktop policy

datownsend
Level 3

Thanks Andrew, i'm new to EV so thought there may be more to it.