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Tag Archives: PDMA
Document Storage and Destruction
In our earlier posts, we examined document management best practices. Integral parts of this process are document storage and destruction. Company documents exist as both hard copy and assorted electronic files. Storage concerns are complicated thanks to decentralization as well … Continue reading
Formulating Your Organization’s Document Retention Policy
In our last blog post on this topic, we discussed what constitutes a record. Now, let’s take a look at four basic considerations for creating a PDMA compliant document retention policy: What types of records need to be retained? (based … Continue reading
Posted in CRM Best Practices
Tagged best practices, CRM, CRM management, Customer Relationship Management, document management, PDMA
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What Constitutes a “Document”?
In an earlier blog post, we explored PDMA compliance as it relates to a document retention policy. With so many disparate sources of information, what actually constitutes a record? As a general guideline, a “document” as defined by the Federal … Continue reading
Posted in CRM Best Practices
Tagged best practices, CRM management, document management, PDMA
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