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Handling Information

  • Template: Visual Legal Hold

    Template: Visual Legal Hold

    Help employees easily understand their obligations when lawsuits happen. When litigation lands, it’s critical that employees know how to navigate a legal hold. Why, then, are so many of them basically unreadable mountains of legalese? Use this...

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  • Dawn Raid: How to Respond

    Dawn Raid: How to Respond

    Dawn Raids can be scary, but Happy Cloud knows what to do. Educate your team on how to respond when government agents come knocking. Your team shouldn’t be unprepared for a surprise visit from regulators. This piece offers some tried-and-true...

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  • 4 ways bad guys get your password

    4 ways bad guys get your password

    This is an effective, practical instructor for your employees to keep their passwords—and your company's data—private. We list out the most popular means the crooks use to hack your team’s passwords using fun graphics that help...

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  • Check the document retention schedule

    Check the document retention schedule

    People forget that—even if they're finished with a document—your document-retention policy prohibits destroying it. Remind them that your company's policy gives them a handy schedule.

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  • Knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this infographic.

    What is a business record?

    Good records management keeps your business running smoothly, but knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this most excellent infographic.  It starts with...

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  • This checklist outlines everything your employees need to verify before they use ephemeral messaging apps.

    Vanishing Words: A Guide to Ephemeral Messaging

    Ephemeral messaging—aka self-destructing apps—are an easy way to send a quick status update. But, when it comes to business discussions, your employees need to know the DOs and DON’Ts of using these apps to keep your company out of hot...

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  • This short, targeted training video (1:27) outlines what counts as data and WHY protecting it matters. It starts off by offering a few examples of what data looks like based on role, goes on to explain WHY protecting this information matters, and closes with one major way employees can keep data safe. A perfect assortment of bite-sized privacy tidbits! Hungry for more? Order the We protect our data, Finalizing, Submitting, or Storing Company Records?, 4 ways bad guys get your password or Working remotely? Protect your data job aids for the whole enchilada.

    Video: We protect our data

    This short, targeted training video (roughly 90 seconds) outlines what counts as data and WHY protecting it matters.  It starts off by offering a few examples of what data looks like based on role, goes on to explain WHY protecting this information...

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  • Joining forces is exciting, but jumping the gun and prematurely sharing confidential information is not (because, you know, the law). Give this infographic to your employees at the onset of a merger or acquisition so they know what convos are off limits with folks from the other company—like pricing, contract terms, territories, product innovation, or any other strategic plans. That way, you’ll know they’re conducting business the right way and your integration won’t get disrupted by an honest, but illegal, mistake. For greater impact, follow this up with our before an integration job aid.

    What not to discuss during a merger

    Joining forces is exciting, but jumping the gun and prematurely sharing confidential information is not (because, you know, the law). Give this infographic to your employees at the onset of a merger or acquisition so they know what convos are off limits...

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  • Give your teams the clarity they need when it comes to handling and managing personal data. In eight brief slides, this deck gives employees an overview of how to identify personal data, then walks them through how to use it, handle it, store it and delete it. Add this micromodule to theAnnual Refresher Course & Code Obligations Job Aid or pair with our Is this personal data? infographic, and deal with less data breaches and reports of misused data.

    Handling personal data (mini-module)

    Give your teams the clarity they need when it comes to handling and managing personal data.  In eight brief slides, this deck gives employees an overview of how to identify personal data, then walks them through how to use it, handle it, store it...

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  • What are side letters?

    What are side letters?

    Packing sandwich condiments on the side reduces risk (of mushy bread, bleh!), but contract terms on the side only increases it. Use this checklist to make sure your teams don't spoil the deal!  Perfectly proportioned, it starts with a short, but...

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  • Video: Watch out for red flags from third parties

    Video: Watch out for red flags from third parties

    In this short (less than 2 minutes), targeted training video, employees will learn what to watch out for when working with third parties. We’ll explain the five main scenarios that are most likely to cultivate red flags, like working with...

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  • Module: Personal Data & Privacy

    Module: Personal Data & Privacy

    You don’t expect your employees to memorize everything about privacy and personal data, but that’s the message they’ll get if you dump a ton of regulation-focused material on them. Make it clear that they just need to know the...

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  • Gathering information for a personal data request

    Gathering information for a personal data request

    Expeditious Ex·pe·di·tious | /ˌekspəˈdiSHəs/ Definition : to do something with speed and efficiency How to use expeditious in a sentence:  This checklist helps your employees expeditiously gather and prepare information for...

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  • Received a request to transfer data?

    Received a request to transfer data?

    What counts as "personal data" to one person might not be to another, which can create major headaches. Use this decision tree to remedy your ills and ensure all your teams have a healthy dose of privacy know-how. In five simple steps, it guides them...

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  • Can I use personal data for this purpose?

    Can I use personal data for this purpose?

    If COVID taught us one thing, it’s that we all like a good puzzle…occasionally. But when it comes to using personal data, there should be nothing puzzling about it. This decision tree helps your employees piece together when they CAN and...

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  • Check before you collect personal data

    Check before you collect personal data

    Collecting customer information is easy. Making sure your employees know if it’s legal might not be. This sleek awareness piece reminds your employees to make sure it’s OK before they collect or start using it for a project.

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  • Conference room combo - horizontal

    Conference room combo - horizontal

    Gary knows he's supposed to wipe down the whiteboard before kicking on a video call, but he got worked up talking about his Star Wars fanfic that he forgot...and now your engineering data's been leaked. Help all your Garys keep it together with these...

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  • What to expect during an internal investigation

    What to expect during an internal investigation

    Investigations often make employees anxious, even if they’re not the subject of any allegations. And when emotions run high, their brains stop processing all the info you are sharing with them. So, instead of hoping they remember all the stuff you...

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  • We never discuss price - horizontal

    We never discuss price - horizontal

    Eliminate a confusing antitrust area for your sales and business development crew: you simply can't talk price with the other guys.

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  • Do you know your third parties? - horizontal

    Do you know your third parties? - horizontal

    When managing third party relationships, clarity is key. This on-point graphic serves as a simple reminder of what things your employees need to be aware of to make sure everyone is on the same page.

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  • Piecing together confidential info - horizontal

    Piecing together confidential info - horizontal

    Employees' social media posts can provide enough bits of a story for your foes to assemble the whole picture of your confidential info. This graphic shows how it's done.

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  • Confidential? Here's how to handle it - horizontal

    Confidential? Here's how to handle it - horizontal

    Use this effortless graphic to remind your team how to keep your company's confidential info safe.

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  • One post, no context - horizontal

    One post, no context - horizontal

    A quick, beautiful illustration that social media can ruin your employees' careers in one instant.

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  • Do you really know your followers? - horizontal

    Do you really know your followers? - horizontal

    This piece reminds employees it's not just mom and their high school friends following them online. And one post is all it takes to ruin their reputations.

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