Document Retention Policy Review

Document Retention Policy Review

📄 Prompt Template

Conduct a review of the existing document retention policy at [Company Name] to ensure alignment with current industry regulations and internal needs. Include a comparison with industry best practices for [Region], and propose updates where necessary. Focus on the retention of financial records, tax documents, and HR files, ensuring compliance with legal requirements and organizational goals. Document specific retention periods for each document type, and suggest actions for any records that may exceed their retention period.

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