Resources

Resources on company documents

Practical guides for whoever keeps a company's archive: how to build a records retention schedule, how long you keep each document category, how to organize the incoming-outgoing registry and how to handle a deletion request without breaching a legal retention obligation.

Guides and resources by document topic

Guides along the document flow

Step by step, from receiving the document to disposing of it: registration, indexing, approval, archiving, expiry of the retention period and the disposal proposal.

Legal retention periods

How long you keep each category: the 10-year rule under Accounting Law no. 82/1991, the 50 years for payroll records, the shorter periods under OMFP Order 2634/2015 and what the records schedule required by Law no. 16/1996 means.

4docs video tutorials

How to open an incoming-outgoing register, how to define an approval circuit by department and how to run a full-text search across an archive of tens of thousands of documents — in clips under 3 minutes.

Templates and checklists

A records retention schedule template by category, a checklist for digitizing your paper archive and a template for the disposal-selection report for documents proposed for removal.

GDPR in the company archive

How to reconcile storage limitation (Article 5 GDPR) with legal retention obligations, how to respond with reasons to a deletion request based on Article 17, and when you may refuse deletion.

Dedicated support

Answers from the specialist assigned to your company, with a standard response time of one business day — you can attach the document you're asking about directly.

Who it is for

Resources grouped by what the company archive looks like today and how often it is requested.

Small companies with a paper archive

Digitise the binders once, then search them in full text instead of leafing through files.

See the plans

Companies with a daily registry

Incoming and outgoing documents numbered automatically, with transmittal lists and a registry export for audits.

See the services

Companies with frequent audits

Retention periods by category, a tamper-proof access log and a registry export for any period.

Write to us

Can't find the retention period for a document type?

Tell us what document you have and we'll tell you which records-schedule category it falls under, how long it must be kept and how to configure it in 4docs.