StrideBeta

Files · Retention

File retention and cleanup guide

This deep dive covers practical file retention and cleanup patterns for meeting-centric teams that need clear auditability.

Files overview

Retention baseline

  • Classify governance-critical files (approved minutes, signed records) separately from drafts.
  • Attach files to their owning meeting, agenda item, or decision so retention audits are traceable.
  • Keep a consistent naming scheme with date and purpose for reliable retrieval.

Review cadence

  • Run monthly file hygiene checks by meeting type and uploader.
  • Delete documents attached by mistake or superseded by approved records.
  • Confirm signed minutes remain attached to the correct meeting before closing cycles.

Operational policy

  • Treat approved and signed records as durable evidence artifacts.
  • Restrict ad-hoc deletions for legally relevant files and document the decision owner.
  • Keep context links intact so downstream meeting and decision pages stay trustworthy.

Related board software topics

Use these pages to connect this workflow to broader board portal, meeting software, decision tracking, and governance requirements.