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Document Retention

  • Working remotely? Protect your data!

    Working remotely? Protect your data!

    Your employees likely work on the go—from hotels, airports, home, bathroom stalls (hey, we don’t judge!)—which invites increased cybersecurity, privacy, and confidentiality risks. Kick your worries to the curb by giving them this tool,...

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  • Handling Personal Information?

    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?

    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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  • Broadcat Icon System: Characters, Roles, and Miscellaneous Pack

    Broadcat Icon System: Characters, Roles, and Miscellaneous Pack

    Building strong connections are a key part of your business, so why not visualize it with these icons? Use these to show how maintaining ethical relationships inside and out of your company are important to the organization (like avoiding conflicts of...

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  • Email Signatures

    Email Signatures

    Don't waste the chance to get your compliance message out there; use this easy guide to incorporate it with every email. You ever seen folks who have compliance team branding, with their own signatures? Those are cool. But you know what’s better?...

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  • Finalizing, Submitting, or Storing Company Records?

    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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  • Broadcat Line Art Icon System: Documents, Approvals, and Business Processes Pack

    Broadcat Line Art Icon System: Documents, Approvals, and Business Processes Pack

    Ensuring your employees understand your policies and procedures is the cornerstone of successful business practices. Use these icons to visualize everything your employees need to know—like when to get approvals, red flags that would trigger an...

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  • Going on a business trip? (Overseas travel checklist)

    Going on a business trip? (Overseas travel checklist)

    This piece is famous for a reason! These simple to-do's prepare your international travelers how to be safe and ethical abroad, without getting mired in legal details. This checklist covers the trade control, cybersecurity, privacy, anticorruption,...

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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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  • Careful virtual communications

    Careful virtual communications

    We may love dishing about juicy binge-worthy shows on Slack, but it’s easy to forget that these types of communications are on company record, which can lead to problems if discussions take a sensitive turn.  At best: cringey embarrassing...

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  • Broadcat Icon System: Documents, Approvals, and Business Processes Pack

    Broadcat Icon System: Documents, Approvals, and Business Processes Pack

     Ensuring your employees understand your policies and procedures is the cornerstone of successful business practices. Use these icons to visualize everything your employees need to know—like when to get approvals, red flags that would trigger...

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  • Broadcat Icon System: Bribery and Business Courtesies Pack

    Broadcat Icon System: Bribery and Business Courtesies Pack

      Running an organization free of bribery and corruption is key to maintaining ethical business relationships. Use these icons to help your employees understand how these policies apply in real life and how anti-bribery and anticorruption elements...

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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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  • 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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  • 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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  • When should I contact the Privacy Team?

    When should I contact the Privacy Team?

    Living your values means ensuring data privacy throughout your org. You’ve written all the policies, operationalized training, and have a Chief Privacy Officer. But do your people know when to pick up the phone and contact the Privacy Team? This...

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  • Keep It Secure

    Keep It Secure

    A simple yet effective reminder that protecting health information is everyone’s responsibility.  Looking for other awareness pieces on protecting healthcare information? Check out: We protect health information Creating, using, or...

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  • Destroy Health Information Securely - horizontal

    Destroy Health Information Securely - horizontal

    Your teams are always in the midst of stacks and stacks of papers and terabytes of information. Use this awareness piece to provide some welcomed brevity in all that organized chaos.  Post it where medical records are printed, reviewed, or thrown...

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  • Email Headers

    Email Headers

    Captain Obvious says, “if you want people to read your stuff, you have to get them to look at it first.” But that’s tough when you’re competing with overstuffed inboxes, constant IMs and notifications, and other distractions...

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  • Broadcat Line Art Icon System: Bribery and Business Courtesies Pack

    Broadcat Line Art Icon System: Bribery and Business Courtesies Pack

    Running an organization free of bribery and corruption is key to maintaining ethical business relationships. Use these icons to help your employees understand how these policies apply in real life and how anti-bribery and anticorruption elements are...

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  • Broadcat Icon System: Entities and Information Pack

    Broadcat Icon System: Entities and Information Pack

    Need a way to represent different entities—like a government organization or healthcare facility—or describe how to handle confidential information or IP? You're in luck!  With this icon pack, you’ll be able to illustrate concepts...

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  • Shred it! (blue version) - horizontal

    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

    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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  • Destroy It Securely

    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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