The latest MetaShare Orbit upgrade takes document management in Microsoft 365 to the next level. With even greater flexibility and control, it’s easier than ever to automate archiving and deletion – according to your own rules and needs.
Advanced rules – in a whole new way
One of the biggest innovations is the ability to create much more advanced rules than before. Previously, rules could only be based on managed metadata such as Document Type or Process. Now you get access to Keyword Query Language (KQL) – a powerful language for formulating more detailed and accurate rules.
For example, you can control the management based on:
- Documents from specific sites
- Certain file types or content types
- Creator or editor of documents
- File name or URL containing certain words
In addition, you can now choose which date field controls the age of a document – not just the date of last modification.
Test before you publish
To further reduce the risk of errors, we have also introduced a feature where you can test the rules before they are published. You can immediately see which documents are covered – giving you extra peace of mind and making it easier to adjust and optimize the rules if needed.
Better overview – clearer management
The new version also makes it easier to get a full overview of which rules apply, and how they affect different documents. Rules are clearly presented and can be filtered to quickly understand their scope and application.