Frequently Asked Questions

What Is Mailroom Automation?

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Mailroom automation is a process where all inbound physical mail is sent to a central location, where it’s opened, categorized, scanned, and then digitally distributed to the appropriate recipients.

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Old records ready for destruction
Why Holding Onto Your Business Records Forever Can Backfire

It’s easy to see why some businesses choose to hold onto their records indefinitely. It can be hard to keep track of the different rules that apply to various types of records, especially when those rules change depending on the document itself, the state where your business operates, or how long it’s been on file.

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Nonprofit workers serving food at a food bank
Why Nonprofits Should Consider Digitizing Their Records

Most businesses find recordkeeping challenging, but nonprofits have even more to deal with. In addition to the HR records, financial documents, and customer files that other businesses need to keep track of, there’s also grant paperwork, donor records, board meeting minutes, and other documentation unique to nonprofits. It’s a lot to keep up with, and

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Creating a digital backup of your records
You Might Not Be Able To Avoid Paper, But You Can Avoid A Data Disaster

While digital recordkeeping has become much more popular in recent years, many businesses still need to use paper. Service businesses often use paper invoices and work orders on job sites. Signed contracts and agreements are still common and need to be kept on file for many businesses. Government offices like the DMV use paper forms

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