[Video] 5 Steps to Building an Effective File Plan

February 21, 2017 by Andrew Borgschulte
Find me on:

Information governance is more than having policies and plans. There are pieces that need to work together to ensure your records are managed effectively.

We held an informative webinar about successfully planning, creating, and executing a proper file plan.

By watching the video, you can learn how building a file plan can help your organization:

  • Creating a retention schedule
  • Mapping your data to the file plan
  • Creating classification
  • Determining record and trigger types
  • Determining disposition types

Fill out the form below to watch the recording.

We hope you find this video useful on this important topic. Here at RecordLion, we are committed to helping your organization simplify and automate your entire information governance program.

New Call-to-action

Topics: File Plan, Retention Schedule, Disposition