Document Retention

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

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

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

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

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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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  • Done with it? Shred it! - poster

    Shredding isn't hard—we just forget to do it. Help your employees remember with this super-graphic visual.

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  • Done with it? Shred it! - screensaver

    Shredding isn't hard—we just forget to do it. Help your employees remember with this super-graphic visual.

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  • 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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  • 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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  • 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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  • 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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  • Lock it down - poster

    This simple graphic shows your folks three easy-but-necessary ways to protect your stuff from intruders.

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  • Lock it down - screensaver

    This simple graphic shows your folks three easy-but-neccesary ways to protect your stuff from intruders.

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  • Shred it! (blue version) - poster

    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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  • Shred it! (blue version) - screensaver

    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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  • 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! (red shredder version) - poster

    This attention-getter connects protecting your confidential info with the simple command to shred.

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  • Shred it! (red shredder version) - screensaver

    This attention-getter connects protecting your confidential info with the simple command to shred.

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  • Stop deleting stuff—Legal 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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  • 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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  • 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, which neatly contrasts the DOs and DON’Ts of remote working. That way, your people are crystal clear on what they need to do to protect company assets.

    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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