Document Retention Policy Generator

Create a customized document retention policy for your organization. Select your industry, add document types, and generate a comprehensive retention schedule.

Policy Configuration

Company Name

Industry

Effective Date

Available Document Types

Employee Files

7 years • DOL

Contracts

7 years • State Law

Insurance Policies

7 years • Best Practice

Board Minutes

Permanent • Corporate Law

Accounts Payable

7 years • IRS

Retention Schedule

Add document types from the left panel to build your retention policy

Important Considerations:

This is a general template - consult legal counsel for your specific requirements
Some states have specific retention requirements that may supersede these guidelines
Documents under legal hold must be preserved regardless of retention schedule
Review and update your policy annually or when regulations change