eDiscovery (Premium) Records Management – Discover the document version that has been shared (GA)

Currently available in public preview (MC394835), to help you efficiently meet regulatory obligations for retention and eDiscovery of shared content in your organization, eDiscovery (Premium) now supports the ability to discover the version of the document at the time that it was shared. This is facilitated by a new Records Management capability that enables you to automatically apply retention labels and retain the version of files shared as cloud attachments in email via Exchange and chat via Teams. The general release of this capability also includes support for file versions shared as hyperlinks within email or Teams messages.

This message is associated with Microsoft 365 Roadmap IDs 70580, 70718, and 106098.

When this will happen:

Rollout to general availability will begin in late April and is expected to be complete by end of May.

Note: Support for file versions shared as links will be available to preview beginning in late March and will be included in the rollout to general availability.

How this will affect your organization:

Information workers in organizations benefit from quickly sharing cloud attachment files for visibility and collaboration, however this practice has been challenging for eDiscovery and legal professionals who are required to preserve and discover that content. With this feature update, eDiscovery (Premium) will support the ability to discover the version of the document at the time that it was shared. This helps ensure that the relevant version of the file is available to eDiscovery processes. With this update eDiscovery (Premium) collections will provide the current live version of the document as well as the version of the document at the time it was shared.

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To make this possible, you will now be able to create a retention auto-labeling policy in the Records Management solution, within the Microsoft Purview compliance portal, where you will be able to select the option to include files shared as cloud attachments (live links of SharePoint or OneDrive content shared as attachments or hyperlinks via email or Teams messages).

What you need to do to prepare:

Get started with Records Management and eDiscovery (Premium) in the Microsoft Purview compliance portal.

Learn more: 

Message ID: MC535263


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I've been working with Microsoft Technologies over the last ten years, mainly focused on creating collaboration and productivity solutions that drive the adoption of Microsoft Modern Workplace.

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