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Merge pull request #21269 from MicrosoftDocs/main
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microsoft-365/compliance/create-apply-retention-labels.md

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ms.author: cabailey
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author: cabailey
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manager: laurawi
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ms.date: 06/24/2023
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ms.date: 07/03/2023
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audience: Admin
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ms.topic: conceptual
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ms.service: O365-seccomp
@@ -162,27 +162,29 @@ Your published retention labels display in Outlook alongside any legacy [MRM ret
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To label an item in the Outlook desktop client, select the item. On the **Home** tab on the ribbon, select **Assign Policy**, and then choose the retention label. For example:
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![Assign Policy button.](../media/30684dea-dd73-4e4a-9185-8e29f403b6ca.png)
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![Apply retention label from Outlook, Assign Policy button.](../media/outlook-retention-labels.png)
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If you don't immediately see the option to assign policy, look for the **Tags** group on the ribbon.
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You can also right-click an item, select **Assign Policy** in the context menu, and then choose the retention label. When you select multiple items, you can use this method to apply the same retention label to multiple items at once.
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You can also right-click an item from a folder, such as the **Inbox** folder for emails received or the **Drafts** folder for an email to be sent. Then, select **Assign Policy** in the context menu, and then choose the retention label. When you select multiple items, you can use this method to apply the same retention label to multiple items at once.
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To label an item in Outlook on the web, right-click the item, select **Assign policy**, and then choose the retention label. Unlike Outlook desktop, you can't use this method if you multi-select items.
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To label an item in Outlook on the web, first right-click the item from a folder. Then, select **Advanced actions** \> **Assign policy**, and then choose the retention label. For example:
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![Assign policy menu in Outlook on the web.](../media/146a23cf-e478-4595-b2e8-f707fc4e6ea3.png)
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After the retention label is applied, you can view that retention label at the top of the item. For example:
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![Assign policy menu in Outlook on the web.](../media/owa-retention-labels.png)
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As with Outlook desktop, you can also use this labeling method if you multi-select items.
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After the retention label is applied, you can view that retention label at the top of the item, and the calculated expired date. For example:
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![Label assigned to email in Outlook on the web.](../media/16f6c91b-5eab-4574-9d13-6d12be00a783.png)
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![Label assigned to email in Outlook on the web.](../media/outlook-retention-label-applied.png)
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For more information about the expiry date displayed to users, see [User notification of expiry date](retention-policies-exchange.md#user-notification-of-expiry-date).
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# [OneDrive and SharePoint](#tab/spo-onedrive)
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Manually applying retention labels is supported in the new experience only, and not the classic experience.
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To label a document (including OneNote files) in OneDrive or SharePoint, first select the item. Then in the upper-right corner, open the details pane, and choose the retention label from **Apply retention label**.
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To label a document (including OneNote files) in OneDrive or SharePoint, first select the item. Then in the upper-right corner, open the details pane, and choose the retention label from **Apply label**.
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You can also apply a retention label to a list item, folder, or document set, and you can set a [default retention label for a document library](#default-labels-for-sharepoint-and-outlook).
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For a document library, the default label configuration is done on the **Library settings** page for a document library. When you choose the default retention label, you can also choose to apply it to existing items in the library.
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For example, if you have a retention label for marketing materials, and you know a specific document library contains only that type of content, you can make the **Marketing Materials** retention label the default label for all documents in that library.
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![Apply label option on library Settings page.](../media/0787d651-63dc-43b4-8768-716a5ecc64ec.png)
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:::image type="content" source="../media/sharepoint-default-retention-label.png" alt-text="Apply default label for a SharePoint library.":::
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##### Label behavior when you use a default label for SharePoint
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You can apply a default retention label to Outlook folders so that the label is inherited by all unlabeled items.
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In the Outlook desktop client, right-click the folder, select **Properties**, the **Policy** tab, and then select the retention label you want to use as that folder's default retention label.
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In the Outlook desktop client, right-click the folder, select **Properties**, the **Policy** tab, and then change **Use parent folder policy** to the retention label you want to use as that folder's default retention label. For example:
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:::image type="content" source="../media/outlook-default-retention-label.png" alt-text="Apply default retention label for Outlook desktop folder.":::
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In Outlook on the web, right-click the folder, select **Assign policy**, and change **Use parent folder policy** to the retention label you want to use as that folder's default retention label. For example:
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In Outlook on the web, right-click the folder, select **Assign policy**, and change **Use parent folder policy** to the retention label you want to use as that folder's default retention label.
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![Apply default retention label for Outlook on the web folder.](../media/owa-default-retention-label.png)
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##### Label behavior when you use a default label for Outlook
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