Product / Knowledge Base / 10. Organization Policy

10. Organization Policy

User & Administration Guide — Version 1.1.7.0

Guide summary

Publish tenant defaults to a dedicated SharePoint library so every Mailroom user loads the same Save on Send, destination, and filing settings.

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10.1 Policy library

Organization options apply to everyone. Publish them to a dedicated SharePoint library so each person who uses Mailroom loads the same defaults. That library is not where email is filed. People then only see their own preferences in the pane.

10.2 What you can publish

  • Default destination — pre-selects this library for every user who does not already have one.
  • Default starred locations — pinned on first launch when the user has no favorites yet.
  • Skip first-run setup — connected users go straight to filing.
  • Enforce Save on Send, require duplicate check, turn suggestions off.
  • Default file format and default content type.
  • SharePoint site URL for cloud or hybrid Graph.
  • Allowed filing locations — uncheck libraries to hide them from the destination list.
  • Default retention label name.

10.3 Admins

Search the directory to add people who can open Organization and publish defaults. They must pick the same policy library during setup or in Preferences.

10.4 Audit file

Filing events stay in the browser and, when a policy library is set, in Filer-audit.json. Message bodies are never stored. Admin overview charts in this release show illustrative sample metrics — do not treat those KPI numbers as live tenant telemetry.