Sort everyday workplace items into record, reference copy, duplicate, and transitory categories.
Sort each item by its retention role before choosing a retention period. Record Reference copy Duplicate Transitory Signed customer contract stored in the contract system Manager approval email that documents payment authorization Industry PDF saved for background reading Excel export used to analyze invoices already controlled in ERP Local scan of an invoice already complete in the ERP record Downloaded copy of a policy stored in the governed policy library Teams message reminding the team to bring laptops to a meeting Scratch calculation used to prepare a final approved report
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