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CIS Support Center

Archiving Outlook Email

To automate the archiving of your email you'll need to complete 2 steps:

STEP 1:  Go into your Outlook Web App and add retention policies.

  1. Close Outlook if you have it open.
  2. Log into Outlook Web App to add your retention policies
  3. Click on  in the top right hand corner and then on Options.
  4. In Options, click on organize email and then retention policies.
  5. By default, there will not be any retention policies available until you select them.
  6. Click on the "+" to add retention policies.
  7. Add the retention policies you want to use. For this example, we recommend one of the Archive polices like “1 Month move to Archive.”
  8. Log out of Outlook Web App

STEP 2:  Assign the retention policy to emails or folders in Outlook.

  1. Open Outlook or Outlook Web Apps.
  2. Right-click on one of the emails or an email folder you wish to auto-archive and click on Properties; you should see a new tab – Policy. Click on it.
  3. Under the Policy tab, you should see an Online Archive section in the lower half of the window. If you click on the drop-down menu under "Move Items to the Archive when older then:" you'll see the retention policies you just added when you were in Outlook Web App. Select the retention policy you want to use and click on Apply, then on OK.