Retention Policy on a document library in SharePoint 2013

The following steps will explain how to enable Retention policy on a document library.

      1) Select the document library, to which you want to apply Retention Policy.

      2) Go to Library Settings of the selected document library. 

    3) Click on "Information Management Policy Settings" link present under Permissions and Management category.      

  

     4) Check the “Enable Retention” checkbox and Click on OK.

      5)  The following window will appear, by default the retention policy was applied on content types. So we need to change the retention policy to document library.  To achieve this click on “Change source or configure library schedule” link which is highlighted in the below screenshot.

6)  Select "Library and Folders" radio button and provide description. 

      7)  Under the description field "Add retention stage.." link is available. Click on that link.

  

      8) The following pop up will be opened.In this step we need to configure the retention policy conditions i.e; what causes the stage to activate and also specify the action when the stage is triggered.

     9)  Click on Ok to apply the retention policy on document library.

 10) If we want to generate a report for this retention policy click on the "Generate a File Plan Report for this library" link present on the above screenshot and  save this file in particular location in your site, and open this with Excel.

This file contains the information about Retention Policy as follow.