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Email.

Email threads show who knew what, what it cost and what was decided. That context is hard to find anywhere else.

What tends to be useful

  • Threads with customers and suppliers about quotes, orders, changes and problems
  • Internal discussion where decisions were made
  • Attachments that link back to jobs, orders or drawings

What usually stays out, or needs care

  • Personal and HR email, payroll and anything about individuals’ health
  • Client material you hold under confidentiality, unless the client agrees
  • Payment details and passwords

Next

Accounts often close when bills stop. See company email and servers after closing. Don’t send files: describe what you have. How rights and personal data are handled is on trust and rights.

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