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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 By the end of the course, you'll be able to build a plan that satisfies all the requirements and also protects your company's proprietary information.

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