NetDocuments and Retention Policies

April 28, 2021  1:00 pm ET

For all the details and to register, CLICK HERE.



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.

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