Document Retention Policy

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Last Updated: June 9, 2025
Format: WORD

Use these guidelines for the appropriate retention and disposal of physical and electronic documents.

  • Customizable Document — Ready for use as-is or for minor alterations.

  • Enhance Your Processes — The 10-page document outlines compliance stipulations, records management, and more.

  • Expertise and Effort — Written by Scott Matteson via 20 hours of research, writing, and editing.

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