document management Tag

by Chris Swiecicki

Document Retention for Small Businesses: What to Keep, How Long to Keep It, and How to Build a Defensible Policy

Understanding which documents to keep and which to throw away can often be daunting. Small business owners may commonly think that “keeping everything” is the safest option, or maybe just throwing out all their outdated files is harmless. Both strategies pose risks. One alternative strategy may keep everyone in the clear. Treating records retention as a back-office administrative task rather...

by Chris Swiecicki

Your Document Retention Policy Is a Contract With Your Future Self

Business leaders are busy, and with the constant flood of tasks, document retention can become an afterthought. Without a solid documentation plan, issues begin to mount: Files accumulate. Email inboxes swell. Cloud storage expands quietly in the background. When someone asks how long records are kept, the answer is often “we keep everything” or “IT handles that.” From a legal and risk...