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  • What is a business record?
    What is a business record?
    Good records management keeps your business running smoothly, but knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this most excellent infographic.  It starts with the...

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  • Vanishing Words: A Guide to Ephemeral Messaging
    Vanishing Words: A Guide to Ephemeral Messaging
    Ephemeral messaging—aka self-destructing apps—are an easy way to send a quick status update. But, when it comes to business discussions, your employees need to know the DOs and DON’Ts of using these apps to keep your company out of hot...

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  • Received a request to transfer data?
    Received a request to transfer data?
    What counts as "personal data" to one person might not be to another, which can create major headaches. Use this decision tree to remedy your ills and ensure all your teams have a healthy dose of privacy know-how. In five simple steps, it guides them...

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  • Data Processing Agreement checklist
    Data Processing Agreement checklist
    Everyone tells their teams to do their due diligence, but do they know what that actually looks like? This job aid gives your IT and procurement teams the ultimate vendor contract checklist, covering everything from contract basics to data-processing...

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  • Handling Personal Information?
    Handling Personal Information?
    This easy-to-use chart covers what counts as personal information—and how to think through managing it. Handling personal information—whether it’s your customers’ or your own employees’—is risky, so help your employees...

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  • Finalizing, Submitting, or Storing Company Records?
    Finalizing, Submitting, or Storing Company Records?
    This simple checklist helps employees keep good records without getting bogged down with trying to remember what to do. It’s easy to forget how vital recordkeeping is, but sometimes the mere act of insufficient documentation is itself a violation...

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  • Can you throw it away?
    Can you throw it away?
    Use this elegant decision tree to help your people understand the ifs, whens, and hows of getting rid of documents. Keep versus shred may feel like second nature to your compliance and legal teams, but your other employees often need more guidance. This...

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