Records Management Knowledge Center
Learn how to manage, organize, and store your critical data more efficiently.
Improving the accessibility and security of your data doesn't need to be difficult. Our knowledge base contains all the information you need to make informed decisions when its time to modernize your records management practices.
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 future reference. Government offices like the DMV use paper forms
For many businesses, recordkeeping is a chore, a bi-product of the many records generated each day. These records often contain information about your customers, vendors, or employees, much of which is sensitive and needs to be managed carefully. As these records continue to accumulate, keeping them organized and secure can be difficult, especially when they
Across nearly every industry, businesses of all shapes and sizes are looking for ways to cut back on paper. People are tired of wasted rooms filled with file cabinets that take up valuable space. Tired of digging through folders and piles of paper every time they need a piece of information. And tired of all
Preparing for a large document scanning project can seem daunting, especially if it’s your first time. Many businesses find themselves feeling a bit lost, unsure of their role in the process and what needs to be done beforehand. Don’t worry, getting ready for your project is a lot easier than you might think. In this
Record keeping is an important part of running a business. Aside from being a requirement in many cases, keeping accurate records helps you stay organized and ensures you can access the information you need when you need it. And while it might not be the most exciting part of business ownership, proper records management makes
Digital document management is more accessible and affordable than ever before, prompting businesses of all kinds to embrace paperless recordkeeping. A well-designed cloud-based document management system (DMS) can be transformative for companies managing large volumes of records, especially those still using paper or microfiche. These systems offer an efficient, secure, and accessible way to manage
Protecting the confidentiality of patient information is a top priority in healthcare. As medical records continue to move from paper to digital formats, the risks of data breaches, cyberattacks, and mishandling of sensitive information have only increased. Healthcare providers, insurers, and any other businesses that handle medical records need to follow strict guidelines to ensure
Most businesses end up with more paperwork than they know what to do with. Some of it’s important. Some of it isn’t. Over time, it starts to pile up all around you, on desks, in filing cabinets, and anywhere else there’s space. And eventually, you can’t find the records you need when you need them,
Managing the records generated by each patient is a big part of running a veterinary practice. Between treatment notes, lab reports, consent forms, and billing information, the paperwork piles up fast. For many veterinary offices, staying on top of it all means working around the limitations of paper-based recordkeeping. More often than not, paper ends
Counseling centers on college campuses generate thousands of records every semester, many of which contain sensitive personal information. Keeping these records organized and secure is a responsibility that should not be taken lightly. Privacy laws and regulations add yet another layer of complexity to the process. While some records are protected under FERPA (the Family