Form preview

Get the free Document Retention Policy template

Get Form
This Document Retention Policy outlines the guidelines for preserving important organizational records, ensuring legality and effective management of institutional information.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign document retention policy template

Edit
Edit your document retention policy template form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your document retention policy template form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing document retention policy template online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use our professional PDF editor, follow these steps:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit document retention policy template. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Save your file. Select it from your records list. Then, click the right toolbar and select one of the various exporting options: save in numerous formats, download as PDF, email, or cloud.
It's easier to work with documents with pdfFiller than you can have believed. You can sign up for an account to see for yourself.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out document retention policy template

Illustration

How to fill out document retention policy

01
Determine the types of documents your organization needs to retain
02
Research and understand the legal requirements for document retention in your industry
03
Create a comprehensive document retention policy that outlines the types of documents to be retained, the retention periods, and the procedures for document destruction
04
Communicate the document retention policy to all employees and ensure they understand their roles and responsibilities
05
Regularly review and update the document retention policy to ensure compliance with any changes in regulations or business practices

Who needs document retention policy?

01
Any organization that handles sensitive or confidential information
02
Organizations subject to regulatory requirements for document retention
03
Companies that want to establish best practices for managing their documents

What is Document Retention Policy Form?

The Document Retention Policy is a Word document which can be filled-out and signed for specified needs. In that case, it is furnished to the exact addressee in order to provide specific info of any kinds. The completion and signing is able or using an appropriate application e. g. PDFfiller. These applications help to submit any PDF or Word file without printing out. It also allows you to edit its appearance for the needs you have and put an official legal digital signature. Upon finishing, the user ought to send the Document Retention Policy to the recipient or several recipients by mail or fax. PDFfiller provides a feature and options that make your document of MS Word extension printable. It offers a number of settings when printing out appearance. No matter, how you will deliver a form after filling it out - physically or by email - it will always look professional and clear. In order not to create a new document from the beginning all the time, turn the original file into a template. After that, you will have a rewritable sample.

Template Document Retention Policy instructions

Before filling out Document Retention Policy form, make sure that you have prepared enough of required information. That's a important part, as far as typos can trigger unwanted consequences beginning from re-submission of the whole word template and filling out with deadlines missed and even penalties. You have to be especially careful filling out the figures. At first glimpse, this task seems to be quite simple. Nevertheless, it's easy to make a mistake. Some use some sort of a lifehack saving everything in a separate document or a record book and then add it into sample documents. Nevertheless, put your best with all efforts and provide valid and correct data with your Document Retention Policy word form, and check it twice when filling out the required fields. If you find any mistakes later, you can easily make some more corrections when you use PDFfiller application and avoid missed deadlines.

Frequently asked questions about Document Retention Policy template

1. I need to fill out the writable document with very sensitive information. Shall I use online solutions to do that, or it's not that safe?

Solutions dealing with personal information (even intel one) like PDFfiller do care about you to be satisfied with how secure your files are. They include the following features:

  • Cloud storage where all files are kept protected with sophisticated encryption. This way you can be sure nobody would have got access to your personal info but yourself. Disclosure of the information is strictly prohibited.
  • To prevent document faking, each one gets its unique ID number upon signing.
  • If you think that's not enough for you, set additional security features you like then. They manage you to request the two-factor verification for every user trying to read, annotate or edit your file. PDFfiller also provides specific folders where you can put your Document Retention Policy fillable form and encrypt them with a password.

2. Is electronic signature legal?

Yes, it is absolutely legal. After ESIGN Act released in 2000, a digital signature is considered as a legal tool. You can fill out a writable document and sign it, and to official establishments it will be the same as if you signed a hard copy with pen, old-fashioned. While submitting Document Retention Policy form, you have a right to approve it with a digital solution. Be sure that it matches to all legal requirements like PDFfiller does.

3. Can I copy my information and extract it to the form?

In PDFfiller, there is a feature called Fill in Bulk. It helps to make an export of data from writable document to the online template. The key advantage of this feature is that you can excerpt information from the Excel spreadsheet and move it to the document that you’re generating with PDFfiller.

Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.6
Satisfied
20 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

pdfFiller allows you to edit not only the content of your files, but also the quantity and sequence of the pages. Upload your document retention policy template to the editor and make adjustments in a matter of seconds. Text in PDFs may be blacked out, typed in, and erased using the editor. You may also include photos, sticky notes, and text boxes, among other things.
Get and add pdfFiller Google Chrome Extension to your browser to edit, fill out and eSign your document retention policy template, which you can open in the editor directly from a Google search page in just one click. Execute your fillable documents from any internet-connected device without leaving Chrome.
Yes, you can. With the pdfFiller mobile app, you can instantly edit, share, and sign document retention policy template on your iOS device. Get it at the Apple Store and install it in seconds. The application is free, but you will have to create an account to purchase a subscription or activate a free trial.
A document retention policy is a set of guidelines that governs how long an organization retains its documents and records, ensuring compliance with legal, regulatory, and business requirements.
Generally, all businesses, organizations, and governmental entities that handle and store documents are required to have a document retention policy to ensure compliance with regulations and laws.
To fill out a document retention policy, identify the types of documents your organization handles, specify retention periods for each type, outline storage and disposal procedures, and ensure compliance with relevant laws and regulations.
The purpose of a document retention policy is to manage the lifecycle of documents, reduce legal risks, ensure regulatory compliance, and improve operational efficiency.
The document retention policy should include the types of documents retained, retention periods, procedures for storage and disposal, compliance with legal requirements, and responsibilities of staff.
Fill out your document retention policy template online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.