File Tips

News, tips, and advice from your information management experts

Topic: Retention Schedule

Record Retention Guidelines: How Long Should You Keep Documents? (Free Downloadable Guide)

Record Retention Guidelines: How Long Should You Keep Documents? (Free Downloadable Guide)

Accumulating records and documents can pose a dilemma for individuals and businesses, as it can be difficult to determine how long to retain them before disposing of them. However, keeping records for too long can lead to cluttered spaces and excessive storage expenses, while disposing of them too soon may expose legal and financial risks. […]
What Does a Retention Schedule Detail? (Free Downloadable Guide)

What Does a Retention Schedule Detail? (Free Downloadable Guide)

The United States requires employers to maintain a range of documents for a set period before they can be properly disposed of. HR departments need to know what a retention schedule detail, how long to keep employee files, and form a record retention schedule to ensure compliance with several Federal Government laws. Your HR records […]
How To Create A Records Retention Schedule? (Free Downloadable Guide)

How To Create A Records Retention Schedule? (Free Downloadable Guide)

Starting a small business or running a larger corporation heaps tremendous responsibility on your shoulders. With over 10.5 million small businesses formed since 2021, it’s easy to forget your internal data security. Developing a records retention policy is essential to complying with your legal requirements and keeping your secrets safe. But what are your compliance […]
Document Destruction Lessons Hidden in the Hit HBO Show Succession

Document Destruction Lessons Hidden in the Hit HBO Show Succession

HBO’s hit show Succession includes a company cover-up involving the improper destruction of hundreds of damaging documents. We take a look at where they went wrong, and where they (surprisingly) didn’t. If you’re not watching HBO’s buzzy, Emmy-nominated drama Succession, you’re missing out on one of the most interesting records management storylines in TV history. […]
7-step employee training guide for record retention awareness

7-step employee training guide for record retention awareness

What do a video production studio in L.A., a law firm in San Francisco, and purchasing departments for schools through the state have in common? They all have record retention policies that need to be followed by their employees.
Record Retention: Big Tips for Small Businesses

Record Retention: Big Tips for Small Businesses

In part three of our Q&A with records pro Helen Streck of Kaizen InfoSource, we learn why it’s important for even small-sized businesses to stay on top of record retention schedules. Helen goes on to say that with small organizations, it’s a little harder because they don’t (necessarily) have a records or information manager who […]
Record Retention Laws: Litigation Happens. Here’s Help

Record Retention Laws: Litigation Happens. Here’s Help

What’s one of the most compelling reasons to create a retention schedule and stick to it? The law. More specifically, record retention laws. In Part 2 of our exclusive interview, we ask records pro Helen Streck about how our record retention schedules can keep us organized in case of any litigation that may come your […]
Helen Streck of Kaizen InfoSource on Retention Schedules [Podcast]

Helen Streck of Kaizen InfoSource on Retention Schedules [Podcast]

Have you ever wondered how to even start? Record management pro Helen Streck, CEO of Kaizen InfoSource, definitely feels your pain. Helen sat down with Corodata to give us her guidelines for getting started on a retention schedule—a crucial piece that falls under an organization’s record retention policy, and the building block all record management. […]

Why It’s Important to Destroy Documents According to a Retention Schedule

As a business, there are certain rules and regulations you have to follow to stay on the right side of the law. One of the most common issues that arises is destroying documents on a proper retention schedule. As a business, there are naturally going to be some documents that you want to keep permanently […]