OFF204 - A Case Management and Retention Walk-thru in Office 365

Joanne Klein 

Managing a set of documents as a case is a common requirement across many organizations. Whether for projects, legal, financial, healthcare, insurance, education, or HR, there are requirements on how to organize and manage these documents and maintain record keeping.

I'll demonstrate how to manage case and subject files using Office 365 and SharePoint Online. As an example, we'll look how to manage a legal case file in an organization. The session will include common requirements and options for using Office 365 features to organize documents and apply retention across many industry verticals and case file scenarios (customer file, project file, student file, etc).

Level: Intermediate   -    Platform: Cloud/Online