Understanding each stage of the journey of business records, from use and distribution to storage and shredding, will help you develop an effective record retention strategy and manage space and storage needs. Citizens Business Archives can help you maintain compliance with relevant record storage and document destruction regulations and industry standards. Read on to learn more about the full lifecycle of your business documents and then call us to get a quote for secure document storage or shredding services in Tucson, AZ.
Use, Dissemination, and Distribution
Once the purpose of the document is established and understood, someone in your company will decide what to do with it. Some documents go through many steps in this process, and may be accessed frequently, either electronically or as a hard copy. Some of the most common ways that documents are used throughout this stage are:
- Routing the document to the appropriate party or parties, either in-office or externally
- Uploading the document to a secure, cloud-based storage system
- Filing a hard copy of the document in a paper file
- Labeling or marking the document for use as an exhibit, evidence, or addendum to another document
- Photocopying the document for distribution
- Recycling or throwing away the document if it is not necessary (i.e. junk mail)
- Shredding the document if it is irrelevant but contains personal or private information (i.e. a printed email containing proprietary company information that does not need to be stored anywhere as a hard copy)
Records Indexing, Storage, and Maintenance
If a document is not needed on a daily basis but can’t yet be destroyed, it enters an inactive or archival phase. During this phase, it can be stored in the office or at an external storage facility. Here is a closer look at that process:
- Indexing – Before a document is stored, it should be cataloged. This process records vital information such as the date of creation and/or receipt of the document, its title and purpose, relevant tags such as the associated client or project, who has reviewed or received it, and its retention period. This information should be stored in an electronic archive that is searchable by key words so that you and other authorized parties can always easily determine where specific records are located. Ideally, it should be given a unique identifying number that corresponds to your internal filing or document management system. Each document, file folder, and storage box should contain that number.
- Storage – All documents should then be stored in a secure, access-controlled cabinet or room in your office or in an off-site facility. They should be protected from unauthorized access, loss, and theft as well as dust, moisture, fire, extreme temperatures, and pests. Citizens Business Archives operates a clean, secure storage facility and can provide pick-up, indexing, and storage services for you.
- Audits and Maintenance – When a document is in a storage phase, it still requires regular auditing and maintenance. Most business records can be destroyed after a specific period of time, which will ensure compliance with regulations and free up space in storage facilities. A designated team at your company should regularly review and reconcile all records in storage and perform necessary purges of documents that are outside the required retention period.
Document Destruction or Shredding
When a document is no longer needed or relevant, it should be destroyed or shredded according to industry standards, internal company policies, and/or federal regulations. Citizens Business Archives offers secure shredding services in our facility and can schedule weekly or monthly pick-up of documents that are ready for destruction. For records in our facility, we will arrange for their retrieval and destruction. We will then provide you with a certificate of destruction for your records.
Call Citizens Business Archives for Record Storage and Shredding
Citizens Business Archives maintains an 18,000 square foot facility that offers secure, access-controlled records storage as well as commercial document shredding. We provide convenient, cost-effective pick-up and delivery services for records storage, and will design a tailored record management strategy based on your needs and industry. Our storage facility is alarmed, fire-protected, and free from dust, moisture, and pests. We can also provide locked shred bins for your staff to use to collect documents to be shredded. We are proud of our long-standing reputation for providing reliable and safe storage of crucial business documents. If you have been Googling, “secure document storage near me in Tucson, AZ,” call us today at (520) 882-4434 or contact us online.
