The following is a list of situations where it makes sense to move emails to a more enduring, shared location:

  • Important attachments (Save only the attachment and delete the email)
  • When you want to keep all records on a particular person/project together in one place
  • Records that colleagues will benefit from having access to
  • Records with retention periods of 10+ years
  • When you are leaving your position, any records that have continuing retention or value to the office

Remember, you can use shared folders or a departmental email account to provide shared access to email records as well.