7 Tips for Managing Files as Records in Shared Drives

January 19, 2016 by Team RecordLion

Tags: File Plan, Case Records, Taxonomy, File Shares

We're not here to tell you to leave all of your information on (file shares in) shared drives, however we have learned after working with many customers needing Records and Information Management solutions that sometimes it’s just better to leave your files in place. At least for a while. Placing record retention policies on files (on your shared drives) is very feasible if you stay within reasonable bounds.

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Free File Plan Template

December 4, 2015 by Team RecordLion

Tags: File Plan, Template

Understanding and documenting information types, retention schedules, security policies and other information that makes up a File Plan is one of the first steps to a successful Information Governance initiative. Before downloading our File Plan Template, it may help to read the next couple paragraphs on why it's important and how we use it.

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Creating and Implementing a Retention Schedule and File Plan

September 25, 2015 by Andrew Borgschulte

Tags: File Plan, Retention Schedule, Webinar

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

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File Servers: 7 Tips for Managing Files as Records

July 1, 2015 by Chris Caplinger

Tags: File Plan, Records Management, Records Retention, File Servers, File Shares

I am not here to tell you to leave all of your information on (file shares in) file servers, however we have learned after working with many customers needing Records and Information Management solutions that sometimes it’s just better to leave your files in place. At least for a while. Placing record retention policies on files (on your file servers) is very feasible if you stay within reasonable bounds.

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