#Configure General Settings

On the General settings page, you can configure the following general settings:

• Records label for locking documents/items – Enter a retention label to lock files for compliance and retention purposes. Ensure that the configured retention label has the Mark items as a record setting enabled and has been published to the site collection where you want to lock documents, items, or stubs.

  Microsoft is retiring the legacy In-Place Records Management feature in April 2026. To maintain compliance and meet retention requirements, Microsoft recommends that organizations declare records by applying retention labels.

  Opus has adopted Microsoft 365 retention labels with record functionality as the modern standard for locking files. This solution provides improved, centralized records management and replaces the previous Declare as record rule action, which is no longer available on the Opus interface.

  For records that were previously declared under the legacy system, Opus enables you to migrate them by applying a records label that locks them for compliance and retention. For detailed instructions, refer to Content Sources.

• Session timeout – Enter a number and select a unit from the drop-down list: Minutes or Hours. The default value is 15 Minutes.

• Time zone – Select the display time zone for AvePoint Opus. Select the Automatically adjust clock for daylight saving time checkbox to adjust AvePoint Opus to the correct clock if your country/region uses Daylight Saving Time.

• Date format – Select the format to display the date in AvePoint Opus.

• Time format – Select the format to display time in AvePoint Opus.

• Email sender – By default, Opus_Team@avepointonlineservices.com is the sender of all email notifications sent from the system.

  To set a Microsoft 365 account as the email sender, select Custom. Select a custom Azure app profile, and then select a Microsoft 365 account within the connected tenant. Ensure that the selected custom Azure app profile has all permissions required by AvePoint Opus. Granting only partial permissions, such as Mail.Send will cause AvePoint Opus functionalities to not work. For a detailed list of required permissions, refer to Required Permissions.