# Doclib Compliance Tag

Applies a compliance (retention) label to a document library and optionally to all existing items, by processing rows from an Excel file.

Filename pattern: filename must contain DoclibComplianceTag (case-insensitive).
Example: 20240115 DoclibComplianceTag retention.xlsx

# Columns

Name Required Description
Url Conditional Server-relative URL of the document library. Required when MatterCode is not provided.
MatterCode Conditional Matter code used to resolve document libraries from the matter list. Required when Url is not provided. Applies to all document libraries for the matter.
ClientCode No Client code used together with MatterCode to identify the matter.
Label No Name of the compliance/retention label to apply. If omitted, the label policy is updated without changing the label.
BlockForEdit No Boolean. Whether to block editing of labeled items.
BlockForDelete No Boolean. Whether to block deletion of labeled items.
ApplyToExistingItems No Boolean. true applies the label to all items already in the library. Defaults to false (applies to new items only).
Properties No Any additional columns are passed as properties to the compliance policy update.

Either Url or MatterCode must be provided.

# Behavior

Applies the specified compliance/retention label policy to the resolved document library. When ApplyToExistingItems is true, the label is also applied to all items already in the library; otherwise only the library-level policy is updated and new items inherit the label.

Last Updated: 4/20/2026, 12:54:05 PM