How do I implement a document retention policy?
An example of an AI chatbot conversation about implementing a document retention policy.
How do I implement a document retention policy?
To implement a document retention policy, start by identifying the types of documents your organization handles.
What factors should I consider when identifying these documents?
Consider legal requirements, business needs, and the sensitivity of the information contained in the documents.
How long should I retain different types of documents?
Retention periods vary; for example, financial records may need to be kept for 7 years, while employee records could be 5 years after termination.
What should I do with documents that are no longer needed?
You should securely dispose of documents that are no longer needed, following your policy guidelines for destruction.
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