SharePoint: Signed Adobe & Docusign documents saved to the originating folder

🚨 The Signal: Signed documents from Adobe/DocuSign, initiated via SharePoint, now save to their original folder, not a default 'Apps' folder. This improves document lifecycle management and reduces potential data sprawl, but requires review of existing information governance policies.

The Impact

Information architects and security teams are affected by changes to document storage locations, potentially impacting data governance and retention policies.

• Information Architects: Must review and update document lifecycle policies for signed documents.
• Security Teams: Need to verify existing data loss prevention (DLP) policies still cover signed documents in new locations.
• Compliance Officers: Should confirm that retention labels and legal holds apply correctly to these documents.
• End Users: Will experience improved discoverability of signed documents, reducing friction.

The Action

1. Review existing SharePoint document library structures and information architecture for signed documents.
2. Verify Microsoft Purview Data Loss Prevention (DLP) policies to ensure signed documents are adequately protected in their new locations.
3. Confirm Microsoft Purview Data Lifecycle Management (DLM) retention labels and policies are correctly applied to signed documents.
4. Communicate the change to end-users and document owners to ensure awareness of the new saving behaviour.

Domain: SharePoint · Impact: medium · Workload: SharePoint