Microsoft 365 planning tool

Microsoft 365 File Retention Worksheet

Draft a retention review matrix by file class, business need and disposal trigger.

Free to use No installation Conservative by design

Record categoryOptional context

Retention matrix draft

Owner and approval prompts

Disposal-trigger checklist

How it works

A useful answer in three clear steps.

1
List the file classes in scope
Complete this check before moving to the next decision.
2
Assign business owners and candidate periods
Complete this check before moving to the next decision.
3
Obtain legal and compliance approval
Verify the final result against your current cloud drive or organizational policy.

Frequently asked questions

Before you use this tool

Is the File Retention Worksheet free to use?

Yes. You can use this tool in the browser without creating an account or installing software.

How accurate is the File Retention Worksheet?

The recommendation follows conservative file-management rules, but it cannot inspect your actual permissions, retention obligations, version history or business context.

Can this tool delete or change my cloud-drive files?

No. This page does not connect to your cloud account and cannot rename, move or delete files. It produces an estimate, analysis or checklist for you to review.

What should I do after using the File Retention Worksheet?

Obtain legal and compliance approval. This worksheet is not legal advice and should never override retention holds or approved records policies.

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