My husband and I wanted to add an addition to our home for years before we finally decided to act on the idea. However, we then realized that we desperately needed to update our kitchen, as well. Before we started the remodeling process, we prepared for what we expected: stress. We made sure we cleared our calendars and didn't have any other major commitments during the remodeling process. However, once we began planning the renovations, we quickly learned that we were actually having a lot of fun! The renovation process also went very smoothly and, now that the process is over, we both joke around that it feels "too quiet" in hear without the company of the contractors. I enjoyed t all so much I decided to start a blog to share my remodeling tips to help others who will soon be taking the plunge!
When you own a company that has files filled with clients' private information, it can be hard to know what to do with the files when you no longer represent the client. Most businesses do not have enough space within their business to store every document from every client they have ever worked with over the years. Use the guide that follows to learn how to properly dispose of documents from your previous clients to ensure that you have plenty of room to store documents from your current clients.
Sort and Verify Which Documents Are No Longer Needed
The first thing you need to do is you need to determine which clients are no longer using your services and which clients are. Be sure to have multiple people check the information of the clients before the paperwork is disposed of to ensure that no current client information is destroyed during the cleanout. By having multiple people look over the client information, you will be able to rest assured that everything has been checked and rechecked for verification.
Scan the Documents and Save Them Digitally
Before disposing of any documents, you need to be sure that you scan them all and save them digitally. This will allow you to pull up the documents in the future if you need them. There are times when businesses find themselves in court for something that happened months or even years prior. When this happens, having the paperwork saved digitally will come in handy.
Have the Paperwork Shredded
You cannot simply throw the documentation in the trash when you no longer need it. It will have sensitive information about your former clients and you do not want that information to get into the hands of the wrong people. If you were to simply throw the documents in the garbage and someone used the information to steal a former client's identity, you could be held liable for any damage the client suffers because of your decision to toss the paperwork in the trash. Instead, hire a shredding company, like Document Demolition LLC, to come to your business and shred all of the paperwork for you. This will ensure that there is no way that anyone will be able to steal a former client's identity with the information you have. The shredding company will haul away all of the scraps so that you do not have to worry about anything but providing them with the paperwork to shred.
The shredding company will want to work quickly so that they can provide their services to other companies, so it is best to have any paperwork you need shredded ready to go when they arrive. They will schedule a specific day and time when they will be coming to provide you with ample time to prepare.