Document Organizer and Retention
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How to fill out Document Organizer And Retention?
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FAQ
A document retention policy (also known as a records and information management policy, recordkeeping policy, or a records maintenance policy) establishes and describes how a company expects its employees to manage company data from creation through destruction.
Document retention is a system that allows you and your employees to automatically create policies and determine what should be done with particular documents or records at a certain point of time.Have files automatically moved to a new folder, system, directory, or site.
Good examples. Length of time in a data retention policy ranges from minutes to years. As a result, it's important to use a policy engine that involves many different fields, such as user, department, folder and file type. A data retention policy should include email messages.
A document retention policy is only as good as its implementation.In addition, the policy must be flexible enough to be suspended if a litigation hold is necessary. The policy should address the litigation hold and how it is to be implemented, including any policy on email backup tapes.
The retention period begins at a specific time depending on the type of record. For example, the retention period for a financial record starts on July 1 of the following year. For another example, the retention period for the records of an employment search begins on the date that the hiring decision is made.
A good record retention policy can also reduce legal risks and discovery costs, as well as recovery effort time, associated with legitimate lawsuits. Destroying documents in accordance with a reasonable record retention policy can help protect your organization from legal risks.
A retention period (associated with a retention schedule or retention program) is an aspect of records and information management (RIM) and the records life cycle that identifies the duration of time for which the information should be maintained or "retained," irrespective of format (paper, electronic, or other).
Use the Default Installation Folders for Program Files. One Place for All Documents. Create Folders in a Logical Hierarchy. Nest Folders Within Folders. Follow the File Naming Conventions. Be Specific. File as You Go. Order Your Files for Your Convenience.