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Document Retention Policy

This Document Retention Policy is a workplace policy to set policies and procedures for when and how documents should be retained or destroyed.


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Suitable for Australia

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Document Overview

A Document Retention Policy is an important workplace policy for meeting an organisation's legal obligations. Broadly speaking, these come in three forms:

  • Legislative obligations to retain documents for prescribed periods.

  • Legislative obligations to destroy, de-identify, or limit the retention of data within prescribed periods.

  • The duty to preserve evidence in a litigation context.

For more information, see Lawpath's article on document retention requirements.

What does the Document Retention Policy cover?

  • The person responsible for implementing the policy.
  • Document retention periods.
  • Document destruction procedures.
  • Document storage and management.
  • The impact of litigation on document retention and destruction.
  • Consequences of breaching the policy.

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