This document retention policy template has 7 pages and is a MS Word file type listed under our human resources documents. Sample of our document retention policy template: DOCUMENT RETENTION POLICY PURPOSE OF THIS POLICY The purpose of this Document Retention Policy is to ensure that necessary ...
Your document retention policy should begin with a policy statement. Follow it with a retention schedule that details every possible type of document you could retain and attach a required retention period to it.Mission Boxprovides a guide that provides an excellent example of how to organize your...
For all practice areas, the files and records which this policy addresses encompass both paper documents and files and records maintained electronically on other storage media. This would include, for example, electronic data on tape, computer hard drives and servers, personal digital assistants, and...
Successfully addressing this issue requires development and implementation of a thorough and thoughtful electronic document retention policy. Developing a Document Retention Policy A document retention policy involves the systematic review, retention and destruction of documents rec...
If a dispute has previously arisen or is considered likely, it is very hazardous to destroy any documents. Cases where provisions for litigation had been included in audit reports are an example. In instances where it is probable that a dispute may arise or after a dispute has begun, a con...
Develop Your Retention Schedule: Create an optimized set of functional groupings & record series definitions Create a mapping of legal citations to each record type Add retention triggers/file closure criteria (termination of contract, for example) Include specific business cases, risk management, and...
4. Configure the Workflow: In the workflow, use conditional statements to set the retention period based on the value of the retention start date field. For example, if the retention start date is 05-03-2021, set the retention period to 5 years from that date...
In turn, each policy can contain many rules -- for example, a deletion policy for general business documents may have two rules: Documents that don’t need retention based on legal obligations or ongoing business need should not be retained for more than one year f...
The destruction of documents may be problematic for lawyers and law firms. First, the lawyer may have an obligation to retain documents for a certain period of time, either pursuant to the applicable legal rules or the law firm’s own document retention policy. Second, it may be technically ...
DocumentTypeRetentionPeriodUomIdThe unique identifier of a Unit Of Measure. First included in: DocumentType (this entity)PropertiesZabaldu taula NameValue displayName Document Type Retention Period UOM ID description The unique identifier of a Unit Of Measure. dataFormat int32 isNullable true...