| |
|
|
Electronic
Documents |
|
|
E-mail |
6
Months |
- Must
delete e-mail from in-box and archives;
- Attempt
to keep majority of e-mail related
to business issues;
- Key
e-mails pertaining to deals are
to be printed and stored in the
deal file;
- Do
not store or transfer company related
e-mail on non-work related computers
- E-mails pertaining
to the work performance of an Employee/Realtor
are to be printed and stored in
the employee's workplace.
|
Voice Mail |
Transitory in nature
and may be deleted at will |
- However, some messages may need
to be transcribed or otherwise saved
depending on their importance in
a particular matter.
|
Web Page Files
|
1 Year |
- Includes any pages saved from
Web sites onto an employee's or
contractor's computer
|
Text/Formatted
Files (eg. Word/WordPerfect) |
1 Year |
- Includes all personal files containing
and those considered unnecessary
or outdated;
- Vital files should be printed
and stored in the employee's or
contractor's workplace.
|
Spreadsheets |
1 Year |
- Spreadsheets needed for tax reasons
to be kept for 7 years.
|
Presentations |
1 Year |
- To be deleted when no longer of
use or after one year, whichever
is the earliest.
|
PDF Documents
|
1 Year |
- To be deleted when no longer of
use or after one year, whichever
is the earliest.
|
Text/Formatted
Files (eg. letters) Forms |
7 Years |
|
