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Subject:
From:
Jeanne Callen <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Thu, 12 Mar 2009 15:25:12 -0500
Content-Type:
text/plain
Parts/Attachments:
text/plain (73 lines)
I was not part of the original "team" that put the policy together.  I
was told that it was a recommendation from our attorneys to go with the
90 day auto delete.

The policy states: "Individuals should treat E-mail records in the same
manner as paper correspondence/reports. If it’s necessary to save
certain Email records for future use or to file as an official record,
that information should be printed out to be stored in the appropriate
file, or copied from the E-mail system to a separate file."

We use GroupWise.

Thank you,
Jeanne Callen 
[log in to unmask] 
Neenah, WI


>>> Peter Kurilecz <[log in to unmask]> 3/12/2009 3:03 PM >>>
On Thu, Mar 12, 2009 at 3:47 PM, Jeanne Callen <[log in to unmask]>
wrote:

> < Printing to paper is one way of retaining the email in accordance
with
> established retention.  Another is using an electronic document
management
> system that also manages emails.>
>
>
> Right - according to policy they have to either move it to a
different file
> or print it if they want to save it.  Once they move it or print it -
it
> becomes part of whatever record series it belongs to and takes on
that
> retention.


Sounds like your policy is designed to relieve stress on your email
servers
and storage. what email client do you use Notes or Outlook. if the
latter
your sales reps can save individual emails as .msg files As long as
they are
logged into Exchange they can open one of those .msg files and reply to
it
from the folder the file is in.

I do find it interesting that your company is involved in compliance
http://www.jjkeller.com/ 




-- 
Peter Kurilecz CRM CA
[log in to unmask] 
Richmond, Va
Information not relevant for my reply has been deleted to reduce the
electronic footprint and to save the sanity of digest subscribers

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