Free Guide

Office Records Decluttering Checklist

EBooks

Download our free Office Records Declutter Checklist to keep your office running efficiently and stay in compliance with records retention policies. This quarterly checklist provides a structured approach to determine what should stay and what should go. With our step-by-step roadmap, businesses can effectively manage both paper and digital records, reducing risks such as lost or misfiled documents, compliance violations, and inefficient record storage.

Download our free Office Records Declutter Checklist

Paper and digital files can become a liability if they’re not reviewed regularly. Left unmanaged, outdated, or misplaced records can lead to compliance violations, security breaches, cluttered offices, and wasted space. With Corodata’s Office Decluttering Checklist, you can stay organized and compliant while reducing risks and improving efficiency.

This checklist guides quarterly reviews of your company’s records, policies, and practices. Inside, you’ll find clear strategies for managing every stage of the records lifecycle, from managing paper and digital files to safeguarding confidential information. Whether your focus is on optimizing storage or reinforcing employee habits around records retention and shredding practices, this tool provides a practical program to keep your office efficient and clutter-free.

What’s Inside Your Office Decluttering Toolkit

Paper & Digital Records Management

Step-by-step process for quarterly file reviews

Tips for deciding what to store, scan, shred, or keep onsite

Best practices for consistent labeling, indexing, and file naming

Guidance for emptying recycle bin folders and confirming backups are running

Confidential Records & Compliance

Procedures to verify that confidential records are secure

Strategies for following data privacy laws

Guidelines for monitoring shared drive permissions

Framework for confirming destruction logs are up to date

Onsite & Offsite Storage

Best practices for organization and space usage

Inspection procedures to verify box labels and barcodes are accurate

Criteria for scheduling the destruction of boxes due for disposal

Tools for consolidating boxes to save space

Employee Habits & Shredding Practices

Protocols for reassigning permissions as roles change

Training recommendations on record retention policies

Staff awareness strategies for proper document handling and shredding

Guidelines for auditing shred bins for misuse

Ready to declutter your office and increase the efficiency of your records management program?

Download the Records Organization and Office Decluttering Toolkit and take control of your files, streamline your workflows, and protect important information.

download the complete checklist