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Documents vs Records Infographic

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Record Nations
Record Nations

What is the difference between a document and a record? This infographic gives a few examples and explains how to best manage each type of file.

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Documents vs Records Document Record Live information that has not been made final. A work in progress, this file type doesn't have to adhere to strict regulations until it is final. Final and official files. These files cannot be edited or recreated—at this point they are subject to strict legal requirements. Business plans Process maps Purchasing criteria Quality objectives manual Approved supplier lists Accounting source files Employment contracts Financial statements OSHA logs Invoices Management Solutions Examples Version control User access control Cloud accessibility Document organization Barcode labeling & tracking 24/7 monitoring Climate controls Onsite shredding Document Management Systems Offsite Records Storage

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  • 1. Documents vs Records Document Record Live information that has not been made final. A work in progress, this file type doesn't have to adhere to strict regulations until it is final. Final and official files. These files cannot be edited or recreated—at this point they are subject to strict legal requirements. Business plans Process maps Purchasing criteria Quality objectives manual Approved supplier lists Accounting source files Employment contracts Financial statements OSHA logs Invoices Management Solutions Examples Version control User access control Cloud accessibility Document organization Barcode labeling & tracking 24/7 monitoring Climate controls Onsite shredding Document Management Systems Offsite Records Storage