Document Retention Policy

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Party 1

Name / Company
Individual / Company
Address 1
Address 2
City
State/Province
Zip

Party 2

Name / Company
Individual / Company
Address 1
Address 2
City
State/Province
Zip
What is the effective date for this contract?
The "purge" requirement allows an organization to regularly get rid of unnecessary Documents that could eventually take up too much storage and make management and retrieval challenging.

Party 1:
Party 2:
PURGE - PERSONNEL - How often should personnel Documents be purged?
The "purge" requirement allows an organization to regularly get rid of unnecessary Documents that could eventually take up too much storage and make management and retrieval challenging.

Party 1:
Party 2:
PURGE - BUSINESS - How often should business Documents be purged?
The "purge" requirement allows an organization to regularly get rid of unnecessary Documents that could eventually take up too much storage and make management and retrieval challenging.

Party 1:
Party 2:
PURGE - INSURANCE - How often should insurance Documents be purged?
The "purge" requirement allows an organization to regularly get rid of unnecessary Documents that could eventually take up too much storage and make management and retrieval challenging.

Party 1:
Party 2:
PURGE - FINANCE - How often should finance Documents be purged?
The "purge" requirement allows an organization to regularly get rid of unnecessary Documents that could eventually take up too much storage and make management and retrieval challenging.

Party 1:
Party 2:
PURGE - SECURITIES - When should securities Documents be purged after the retention period?
The retention period is usually a legally required or internally mandated time frame to retain a document before you can destroy it.

Party 1:
Party 2:
PURGE - SECURITIES RETENTION PERIOD - How long is the retention period for Securities Documents?
It's very important to specifically describe the Documents covered so that it is completely clear as to which ones should be retained or destroyed. The retention period is usually a legally required or internally mandated time frame to retain a document before you can destroy it.

Party 1:
Party 2:
PURGE - OTHER REGULATORY DOCUMENTS - Please describe these other regulatory Documents and each applicable retention period for each Document (i.e., how long each Document must be retained).
The "purge" requirement allows an organization to regularly get rid of unnecessary Documents that could eventually take up too much storage and make management and retrieval challenging.

Party 1:
Party 2:
PURGE - OTHER REGULATORY - When should other regulatory Documents be purged after the retention period?
It's very important to specifically describe the Documents covered so that it is completely clear as to which ones should be retained or destroyed. The retention period is usually a legally required or internally mandated time frame to retain a document before you can destroy it.

Party 1:
Party 2:
PURGE - OTHER RETAINED BY LAW DOCUMENTS, RETENTION PERIOD - Please describe these other Documents required to be retained by law and each applicable retention period for each Document (i.e., how long each Document must be retained).
The "purge" requirement allows an organization to regularly get rid of unnecessary Documents that could eventually take up too much storage and make management and retrieval challenging.

Party 1:
Party 2:
PURGE - OTHER RETAINED BY LAW - When should other Documents required to be retained by law be purged?
The "purge" requirement allows an organization to regularly get rid of unnecessary Documents that could eventually take up too much storage and make management and retrieval challenging.

Party 1:
Party 2:
PURGE - LEGAL AND RELATED - How often should duplicate legal and related Documents be purged?
It's very important to specifically describe the Documents covered so that it is completely clear as to which ones should be retained or destroyed.

Party 1:
Party 2:
PURGE - OTHER PERMANENT DOCUMENTS - Please describe these other permanent Documents.
The "purge" requirement allows an organization to regularly get rid of unnecessary Documents that could eventually take up too much storage and make management and retrieval challenging.

Party 1:
Party 2:
PURGE - OTHER PERMANENT - How often should duplicate other permanent Documents be purged?
Reviewing Documents regularly allows an organization to make sure it retains the right Documents.

Party 1:
Party 2:
PURGE - DISPUTE DOCUMENTS - How often should Dispute Documents be reviewed?
Reviewing Documents regularly allows an organization to make sure it retains the right Documents.

Party 1:
Party 2:
PURGE - TRADE SECRETS - How often should trade secret Documents be reviewed?
It's very important to specifically describe the Documents covered so that it is completely clear as to which ones should be retained or destroyed.

Party 1:
Party 2:
PURGE - ADDITIONAL DOCUMENTS - Please describe these additional Documents.
The "purge" requirement allows an organization to regularly get rid of unnecessary Documents that could eventually take up too much storage and make management and retrieval challenging.

Party 1:
Party 2:
PURGE - ADDITIONAL - How often should additional Documents be purged?
The "purge" requirement allows an organization to regularly get rid of unnecessary Documents that could eventually take up too much storage and make management and retrieval challenging.

Party 1:
Party 2:
PURGE - UNSPECIFIED - How long after creation should unspecified Documents be purged?

“This is a great tool for freelancers, as well as business and law firms of all sizes.”
-David Perla, CEO, Pangea3

Don’t Just Shred Them. Use this Document Retention Policy to establish an organization’s policy regarding what data and documents it should retain and destroy.

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Complete Description. This Document Retention Policy covers how to require an organization’s documents to be retained, and explains the document officer, index, security policy, shadow data, document formats, document creation, purge process, document creation, document destruction, administrative documents, personnel documents, business documents, insurance documents, finance documents, regulatory documents, securities documents, permanent documents, required to be retained by law documents, permanent documents, legal and related documents, dispute documents, trade secret documents and general provisions for a document retention policy.