Did you know that you should be printing and filing some email communications?
Indeed, it is true.
In fact, according to Anne O’Connor, NIFLA’s General Counsel, while not every email can be printed and saved, any communication that you would normally keep communication on – whether sent via mail or e-mail, a copy should be retained. Anything to do with client communications, contracts, employment, confidential info, legal issues, financial issues, board related issues. If you would make a copy of it when you were sending via mail, then you should keep a copy when you are sending it via e-mail.
Good to know…thanks Anne.
What about text messaging between clients & the PRC?
@Rachel Absolutely, all text messages between your organization and client should be copied and placed in the client file. Great clarification question. For more information on texting guidelines go http://www.chaseadvancement.com/resources/e-tip-8/
This is very good to know. Thank you for sharing this information. Very Helpful.