<< For example, would an invoice number and date from a "Paid Invoices" record series be sufficient without retaining information about who the vendor was? >>

I may be from the old school, but I would never recommend retaining the level of metadata above.  I would recommend retaining only that invoices from X year were destroyed.

I believe that retaining metadata on specific items is dangerous.  With today's search tools, it is too easy to find copies of the invoices that were supposedly destroyed.  I believe it is much better to find a dozen invoices that were inadvertently missed from an annual disposal than to find a dozen invoices that were specifically certified as being destroyed.

With regards to legal input on the subject, I believe that Don Skupsky addressed the issue in an article several years ago.

Bill Roach, CRM

Opinions expressed are my own and not those of my employer or any other entity.

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