Email’s role in Records and Information Management (RIM) compliance

For most project and client-based businesses, email is the single biggest source of business records. Scope changes, approvals, client instructions and contract discussions all live in email. But when it comes to records and information management (RIM) compliance, email is almost always the gap.

Without a structured approach to filing, classifying and retaining email, businesses leave themselves exposed, to disputes that cost $62 million a year in the AEC industry alone, to failed compliance audits and to legal proceedings where the email you need is the one you can't find.

This guide explains where email fits into RIM compliance, how to identify which emails qualify as business records and how to close the gap between your recordkeeping policies and what actually happens in practice.

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What you'll learn

The four minimum requirements for email recordkeeping in RIM compliance: qualification, declaration, classification and reduction

How to determine which emails are business records and why leaving that decision to individual staff creates risk

The real cost of non-compliance, from dispute exposure and storage waste to failed audits and legal liability

How automated email filing into SharePoint from Outlook can make RIM compliance part of everyday workflow