A Document Retention Guide from Shred|it

Retention and Shredding Guidelines for Banks & Financial Institutions

Financial institutions face some of the most stringent rules and regulations regarding retaining and shredding records and documents.

SAMPLE RECORD RETENTION POLICY

A. Accounting and Finance. B. Contracts. C. Corporate Records. D. Correspondence and Internal Memoranda. E. Electronic Documents. F. Insurance Records.

Document Retention Policy and Requests for Production - Jatheon

A document retention policy is a systematic approach to managing company records. It dictates how long different types of documents should be kept.

Document Retention & Destruction Policy Guide - DocuWare

A document retention policy (DRP) outlines the procedures that employees must follow to correctly manage both electronic and hard copy documents and data.

Record-Keeping Policy - Record Maintenance, Retention ... - SHRM

All paper personnel records and confidential employee data maintained by the HR department will be destroyed by shredding after retention dates have passed; ...

Article - Records Retention Schedule - TeamDynamix

Records Retention Schedule ... Record Retention refers to the time period that a document is kept or “retained” whether in electric or paper format. The time ...

How To Have An Effective Law Firm Document Destruction Procedure

When a file's retention time is up, you should remove the file from the filing cabinet to a locked shred box. The only way to ensure someone ...

Records Management Reference Manual for Illinois State ...

Method of Disposal – How the records are to be destroyed, such as shred, incinerate or ... records retention schedule, the document stating the official retention ...

The Importance of a Records Retention and Shredding Policy

Secure shredding is an essential component of a records retention and shredding policy. It helps organizations comply with legal and regulatory requirements for ...

61: Records Retention and Disposition Schedule

Shred or otherwise render unreadable records with confidential information, including records containing social security numbers, credit card information, ...

Record Retention Policy (With Template and Sample) - Indeed

A record retention policy states your business's process for managing documents from creation to retention or disposal. Good policies help ...

What is a Document Retention Policy And Why Do You Need One?

A document retention policy ensures that a company keeps track of the documents it generates (employment contracts, invoices, medical records, etc.)

Real Estate Document Retention: How Long to Keep Records

A Record Retention Guide for Real Estate Transactions. Published: Oct ... After uploading your documents, shred any unneeded paper copies.

Corporate record retention policy management - Iron Mountain

A record retention policy is the plan that dictates how long documents are allowed to be kept according to governmental and industrial regulations.

Chapter 8 - CalRIM Approval of Records Retention Schedule

When a Retention Schedule is approved, the State agency is authorized—for a five-year period—to dispose of the records listed on that schedule ...

Document Retention Policy Basics | KnowledgeLeader

Good document retention procedures require a centralized, searchable list or catalog of which documents, records and files are being maintained.

Document Disposal for Law Firms - Carolina Shred Knowledge

A retention schedule reminds you of the date that you can destroy the documents. A month prior, the firm should notify the client that his ...

Records Retention Policy Development

Retention policy experts helping businesses automate retention management to guide decisions about what can be scanned, stored, or shredded.

Document Retention Policy - American Leadership Academy

Policy Number: 1040 Dated: 2/05/2013 Document Retention Policy General Guidelines Records should not be kept if they are no longer needed for the operation ...

Navigating Document Retention: A Guide for Businesses and ...

As we approach the year-end, consider reaching out for secure shredding services – a proactive step towards a clean and compliant start for the ...