Lynda - Learning Document Retention and Data Management - 173212
Lynda - Learning Document Retention and Data Management
Do you know which documents to keep, and how long to keep them? A solid document-retention policy can preserve knowledge, prevent liabilities, and keep you compliant with government regulations. In this course, William R. Joseph will help you get the proper documentation and data-management policies in place at your organization. He introduces the basic concepts behind document retention, including: The golden rules of document and data retention Preserving knowledge, relationships, and achievements through documentation Federal and state requirements for retention Guidelines for tax records, contracts, and other documents Building a new policy Storage systems and tools to consider


Table of Contents

  • Introduction
  • 1. The Basics of Document Retention
  • 2. Legal Considerations
  • 3. Creating and Administering a Policy
  • Conclusion
  • Lynda - Learning Document Retention and Data Management


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