Identify the source
Note the device, app or service and, when possible, keep original files with their metadata.
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A screenshot can be a helpful snapshot, but it often shows only a small part of the full record. Preserve the source, date and lawful access context so the information remains meaningful.
Why it matters
A screenshot can miss important details like who was involved, the date and time, earlier messages, edits, or where the information came from. Keeping the original along with a working copy and a backup helps preserve the full context.
Preserve in three places
Storing your records in more than one place reduces the risk of loss and keeps the information usable when you need it.
Keep the record in its original form from the device, app or service where it was created. This preserves metadata and context that a screenshot may not include.
Make a working copy for reference, organization and sharing. You can redact sensitive information when appropriate. The working copy may be a PDF or another common format.
Keep a backup in a separate location, such as an external drive or secure cloud storage. A copy in a different location helps protect against device loss or damage.
Key principles
Records are most useful when you can explain where they came from and that you obtained them through lawful access. This helps maintain context and supports their credibility.
Note the device, app or service and, when possible, keep original files with their metadata.
Record when you saved the information and that you accessed it in a lawful way.
A hash or preserved file is not proof of authorship or authenticity. Preservation formats differ from upload formats.
Common sources
The steps to preserve a record can vary depending on the source. Here are some common examples.
Text and group messages from your device.
Include full headers when possible.
Keep original files from your device or cloud service.
Save the original file, not just a screenshot or printout.
Practical tips
File naming: use a consistent date, source and short description on working copies, such as 2024-04-16_email_notice_working-copy.pdf. Keep the original filename separately.
Download a simple checklist with these steps, or explore our other resources.