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DOCUMENT RETENTION, RESPONDING TO SUBPOENAS AND REQUESTS FOR INFORMATION Lindsey Cretan and Emma Forbes 13 April 2016 Clayton Overview Document retention: recap: documents to retain & for how long

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How to fill out document retention

01

Start by gathering all relevant documents that need to be retained.

02

Organize the documents according to their importance or category.

03

Create a document retention policy that outlines how long each type of document should be retained.

04

Ensure that you are in compliance with any legal or regulatory requirements for document retention.

05

Implement a system for safely storing and securing the retained documents.

06

Train employees on the document retention policy and procedures.

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Regularly review and update the document retention policy as needed.

08

Dispose of any documents that have reached the end of their retention period following proper procedures.

Who needs document retention?

01

Any organization or individual that deals with sensitive or important documents needs document retention.

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This includes businesses, government agencies, educational institutions, healthcare providers, and legal firms.

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Document retention is important for legal and compliance reasons, as well as for operational efficiency and risk management.

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What is document retention?

Document retention is the practice of keeping records, documents, and other important information for a specific period of time.

Who is required to file document retention?

Any individual or organization that is legally obligated to keep certain records or documents is required to file document retention.

How to fill out document retention?

Document retention can be filled out by organizing and storing documents in an orderly manner, following legal guidelines for retention periods.

What is the purpose of document retention?

The purpose of document retention is to ensure compliance with laws and regulations, facilitate record keeping, and protect against legal disputes.

What information must be reported on document retention?

Document retention should include details such as document type, creation date, retention period, and any relevant notes or comments.

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