Document Retention
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Handling Personal Information?
This easy-to-use chart covers what counts as personal information—and how to think through managing it. Handling personal information—whether it’s your customers’ or your own employees’—is risky, so help your...
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Can you throw it away?
Use this elegant decision tree to help your people understand the ifs, whens, and hows of getting rid of documents. Keep versus shred may feel like second nature to your compliance and legal teams, but your other employees often need more guidance. This...
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Finalizing, Submitting, or Storing Company Records?
This simple checklist helps employees keep good records without getting bogged down with trying to remember what to do. It’s easy to forget how vital recordkeeping is, but sometimes the mere act of insufficient documentation is itself a violation...
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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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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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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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Destroy It Securely
This simple graphic instructs your team that shredding—not the trash can—is how you get rid of docs securely.
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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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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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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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Shred it! (blue version) - horizontal
It's not hard, but it can be boring. Use this super-graphic piece to remind your team to shred confidential information—each and every time.
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Confidential? Here's how to handle it
Use this effortless graphic to remind your team how to keep your company's confidential info safe.
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Shred it! (red shredder version)
This attention-getter connects protecting your confidential info with the simple command to shred.
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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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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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Data Processing Agreement checklist
Everyone tells their teams to do their due diligence, but do they know what that actually looks like? This job aid gives your IT and procurement teams the ultimate vendor contract checklist, covering everything from contract basics to data-processing...
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Shred it! (red shredder version) - horizontal
This attention-getter connects protecting your confidential info with the simple command to shred.
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Done with it? Shred it! - horizontal
Shredding isn't hard—we just forget to do it. Help your employees remember with this super-graphic visual.
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Shred it! (not trash version)
Shredding keeps data from getting out there. Help your folks remember to shred and not to trash.
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Shred it! (blue version)
It's not hard, but it can be boring. Use this super-graphic piece to remind your team to shred confidential information—each and every time.
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Legal hold in effect
It's bold, it's clear, it feels like this should be the hook of a catchy song. Remind your employees not to delete anything when there's a legal hold in place.
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Stop deleting stuffÑLegal Hold in Effect
Legal holds are forgettable to your employees, but critical to your business. This handy reminder puts them back on your team's radar.
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Done with it? Shred it!
Shredding isn't hard—we just forget to do it. Help your employees remember with this super-graphic visual.
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