Finance · Policies & Procedures
Email communication policies
A policy setting out how staff may use company email, including what can be sent, retained, and reviewed.
What it usually contains
- Acceptable and prohibited uses of company email
- Rules for sending client data and confidential information
- Required disclaimers and approval steps for client-facing messages
- Retention, archiving, and monitoring/surveillance rules
- Escalation and disciplinary consequences for breaches
What the assistant uses it for
Answering whether a particular email practice is allowed, how long messages must be kept, and what must be reviewed or disclaimed before sending. Also used to explain monitoring of employee email and the consequences of policy violations.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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