When Should An Email Be Copied & Retained?

Live Webinar 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.

3 thoughts on “When Should An Email Be Copied & Retained?

  1. Rachel Esselburn 02/14/2013 at 2:29 PM Reply

    What about text messaging between clients & the PRC?

  2. melissahathaway 02/14/2013 at 4:57 PM Reply

    This is very good to know. Thank you for sharing this information. Very Helpful.

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