Compliance & retention
Compliance & retention rules within Privacy & Security Etiquette.
All-hands meetings
Training sessions
State retention and access for recordings
If you record, state who will have access and how long it will be kept.
Builds trust and supports compliance.
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Client meetings
Team meetings
Use secure sharing for files and notes
Share follow-up files via approved systems with proper permissions.
Prevents data leakage and version confusion.
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