Join William Joseph for an in-depth discussion in this video Why retain documents?, part of Learning Document Retention and Data Management.
- So why do we retain documents?…Well, we retain documents to preserve knowledge,…to preserve the information generated by your company…so that it can use that information…to compete with others in its industry.…To document relationships that you have with,…for instance, your clients and your vendors.…To document your company's acheivements,…so you can use those achievements…to springboard onto better things.…And to protect against liability.…One of the things to note is…that documentation does not end with the initial contract.…
If, for instance, you are signing on a new client…and you execute a client agreement,…you'll obviously want to save the client agreement itself,…so that you have documentation of the parameters…of the relationship with the client.…What is expected of you…and what is expected of the client.…However, you will want to document the project progress…and your final work product.…So you will not only have the original client agreement,…but you'll also have documentation…regarding the work product…
- The golden rules of document and data retention
- Preserving knowledge, relationships, and achievements through documentation
- Federal and state requirements for retention
- Guidelines for tax records, contracts, and other documents
- Building a new policy
- Storage systems and tools to consider
By the end of the course, you'll be able to build a plan that satisfies all the requirements and also protects your company's proprietary information.
- Define document retention.
- Break down the golden rules of document management.
- Evaluate what types of documents need to be retained.
- Identify the legal requirements of document retention.
- Determine a good document retention policy.
- Distinguish an effective document retention policy.