1. The Basics of Document Retention
Definition of document retention
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The golden rules of document management
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Evolution of document retention
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Why retain documents?
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What documents to retain
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2. Legal Considerations
Legal requirements of document retention
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Federal corporate requirements for document retention
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Protection against liability
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Statutes of limitation and ultimate repose
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Spoliation
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3. Creating and Administering a Policy
Creating a good document-retention policy
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Administering a document-retention policy
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Who administers the document-retention policy?
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Who is affected by a document-retention policy?
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Evaluating a document-retention policy
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Conclusion
Experiences: Good and bad
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Resources to consider
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Next steps
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Ex_Files_Doc_Ret_Data_Manage.zip
(41 KB)
Glossary_Learning_Document_Retention_and_Data_Management.zip
(102 KB)