Every business needs a plan for what to save, what to shred, and when to do it. This course guides you through building a practical, right-sized document retention policy that keeps you legally covered without drowning you in files.
This course includes three video lessons. The first lessons explains why document retention is important and how it saves you from legal trouble. The second lesson walks you through the policy template explaining how to build your own retention policy. The third lesson walks you through suggested retention periods.
This course includes two informational downloads in PDF format (including suggested retention periods for specific documents types) and one fully editable Document Retention Policy template in Word format.