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How to prepare files for long-term storage

PURPOSE Long-term storage helps preserve records, projects, and historical information. BEFORE STORING Remove unnecessary duplicates, organize folders clearly, and confirm files open correctly. USE STABLE FORMATS Consider long-term readable formats such as PDF for finalized documents when appropriate. DOCUMENT CONTEXT Include dates, owners, project details, and explanations where needed. CHECK RETENTION REQUIREMENTS Some files may require specific retention periods or disposal procedures.

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