The Do’s and Don’ts of Document Retention – More Paper or Paper-Less?

Presenter:  William Thomas, Pitzer Snodgrass, PC

Which is better, more or less documentation in your project file after the job is complete? Despite recent advances in technology, document retention has become a difficult, expensive and complex proposition.  This webinar will offer suggestions on those categories of critical project documents necessary to defend claims, and which ones are better off being discarded as a matter of course after project completion.

Participants will learn the following objectives:

• Provide a clear understanding of the need for a firm wide document retention policy;
• Provide real-world examples of the pitfalls and consequences of poor document retention, and how to avoid them;
• Outline practical solutions to common issues faced when developing a document retention policy;
• Help design professionals minimize exposure.