Document Retention Policy
This Document Retention Policy is a workplace policy to set policies and procedures for when and how documents should be retained or destroyed.
Last updated October 24, 2025
Suitable for Australia
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What is a document retention policy?
What is a document retention policy?
When should you use a document retention policy?
When should you use a document retention policy?
What should be in a document retention policy?
What should be in a document retention policy?
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Frequently asked questions
Who is responsible for enforcing the policy?
keyboard_arrow_upHow does this policy help with legal compliance?
keyboard_arrow_upDoes the policy cover digital and physical documents?
keyboard_arrow_upWhat are the risks of not following the policy?
keyboard_arrow_upHow often should the policy be reviewed or updated?
keyboard_arrow_upWhat happens if litigation is pending or ongoing?
keyboard_arrow_upWhat steps are required to implement this policy?
keyboard_arrow_upView Sample Document Retention Policy
The Legal Risk Score of a Document Retention Policy Template is Low
Our legal team have marked this document as low risk considering:
- There is a potential risk that individuals may inadvertently fail to follow the strict guidelines for document retention and destruction, leading to legal repercussions or operational disruptions.
- The document outlines specific roles and responsibilities, including the handling of sensitive information, which could lead to risks associated with mismanagement or unauthorized access if not properly monitored.
- The retention periods and procedures outlined may become outdated due to changes in legislation or regulatory requirements, potentially putting the organization at risk of non-compliance.
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