NetDocuments and Retention Policies
April 28, 2021 1:00 pm ET
For all the details and to register, CLICK HERE.
Description
It can be challenging to efficiently manage, retain, and dispose of documents and records. But, a strong document retention policy is imperative to your firm.
Join Document Management Consultant Michelle Willette for this 30-minute session to learn how to utilize NetDocuments to simplify the process of defining and maintaining your specific policy criteria.
Attendees will learn:
- How to use NetDocuments built-in retention policy manager
- Best practices to apply policies to documents, as well as a strategy to delete documents
- How to utilize Saved Searches to find documents meeting your deletion criteria
- Considerations for retaining required documents and records that cannot be deleted
For all the details and to register, CLICK HERE.
