White Paper

11 Pages
  • 11 Pages

Document Retention: A Guide for Administrative Assistants


One of the biggest aspects of your job is communications, organization, and records management.

Your boss relies on you to keep the company documents organized and be on top of records retention guidelines. With companies constantly searching for ways to trim their budgets, no one can afford the extra space it takes to store unnecessary records, or the time it takes to index and manage them. This white paper contains some guidelines for you on what you need to keep and how long you need to keep it, retaining documents for litigation, transitioning to digital file storage, how to determine whether you can throw something away or if you need to shred it, and how to go about disposing of your company records.

Learning Objectives

  • Review what popular accounting firms recommend on document retention.
  • Learn how long to keep records and what to do with documents during litigation.
  • Identify the different between hard file storage vs. digital storage.



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