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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