Part I: Setting the Stage  7

Chapter 1: Fundamentally Speaking 9

Chapter 2: Appraising 35

Chapter 3: Scheduling 49

Part II: Filing Made Simple  73

Chapter 4: I Know It’s Here Somewhere 75

Chapter 5: Drives Can Drive You Crazy 97

Chapter 6: A Message about E-Mail 113

Part III: Capturing Records  127

Chapter 7: Watch Out, I’m Backing Up 129

Chapter 8: Know When to Hold ’em 141

Chapter 9: Imaging Documents 153

Chapter 10: Software Applications 179

Part IV: Parking Spaces  199

Chapter 11: Storage Locations 201

Chapter 12: Compliant Destruction 213

Part V: Creating a Plan  225

Chapter 13: Codifying the Policies 227

Chapter 14: Train the Troops 237

Part VI: The Part of Tens  247

Chapter 15: Ten Simple Management Guidelines 249

Chapter 16: Ten Emerging Trends 259

Appendix: Sample Forms and Vendor Listings  269

Index  281