Data Retention Policy Template

Use/reference this template as you build out your Data Retention Policy

Written By Micah

The data retention policy states your business's process for managing records, documents, and data, from creation to retention or disposal.

Commonly associated evidence:

  • Data Management Policy

  • Data Retention Policy

  • Record Retention Schedule

Who needs a policy like this?

  • Most businesses

How to use the template:

  • Click on the link above to access the template

    • If you are a Google Workplace organization, make a copy by going to File > Make a copy

    • If you are not a Google Workplace organization, download a copy by going to File > Download and selecting your preferred file type (available as DOCX, PDF, and more)

  • Review and then remove instructional text

  • Save in a centralized place

  • Attach to evidence either through Integrations, Automated Collection, or direct upload

Questions?

Reach out through our chat feature for real-time Customer Success support 8 am - 5 pm PT Monday through Friday.