SharePoint Retention Policy

Question

I have a need for a document library retention policy to send an alert to someone 3 months before the expired date, to remind them to start the process of renewing the document.

I do something similar with another document library, where I set a content type to kick off a 2010 workflow on the date that it expires. This one though they want a reminder 3 months before. We are in SPO, and I'm curious if Flow could handle something like this. I think it has a timeout of 30 days, but not sure if there is a way around that.

Thanks for the help!

Answer 1

To send an alert to someone 3 months before the expired date, create retention policy to set a content type to kick off a 2010 workflow.

Then Create an workflow like the following: