Document Management and Retention Best Practices

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Join us for an informative session where we'll discuss best practices for retaining and storing important documents. Discover how to navigate regulatory waters with ease, ensuring your document storage practices comply with the FTC Safeguards Rule, OEM guidelines, and more.

We’ll also discuss options for dealers to move away from labor intensive manual filing and retrieval with cutting-edge electronic filing systems that automate document retention, freeing up your employees' time and space in the dealership.

Agenda Topics Include:

• Ensuring compliance and efficient document management practices.
• Implementing procedures to comply with the FTC Safeguards Rule, OEM guidelines, and other regulatory standards.
• Utilizing electronic filing systems to reduce manual labor and automate document retention periods.
• Employing effective methods to transfer data to digital servers, enhancing accessibility and security.

Presenters:

• Rick Manista - President, Micro Graphic Information Services Corp
• Michael Dachille - Managing Director, AutoTrieve by Micro Graphic Information Services Corp