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A file management checklist to ensure you effectively manage risk when closing a file.

Ic checklists 2x

File Closing Checklist.pdf

(PDF, 118.85 KB)

Key questions you need to ask yourself when closing a file. Includes:

  • Work completed
  • Accounting
  • Storage/File retention/Destruction
Download File Closing Checklist.pdf

File Closing Checklist.docx

(DOCX, 811.18 KB)

Key questions you need to ask yourself when closing a file. Includes:

  • Work completed
  • Accounting
  • Storage/File retention/Destruction
Download File Closing Checklist.docx
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