The problem: The sheer number of documents is over whelming
• What to keep?
• How do we store the documents?
• How long should we keep them?
• When to destroy some of them?
• How do we protect the documents we are storing?
• Who has access to the documents?
There is no one size fits all answer to these questions, just as there is not a right or wrong way to do it as long as you follow HUD and state guidelines for what to keep and how long to keep it.
Document management and retention is much more than should I buy another filing cabinet. There are many things to consider. How much space do I have? How do most of my documents come to me, paper or electronic? Is there a specific type or class of document that is causing me problems? The list goes on ….
See the full document and the sample policy below.
