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.