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.
Assisted living and long term care facilities generate thousands of pages of paperwork each month, including admissions records, medical documentation, financial files, and billing records, each playing an important role in supporting staff and the people they care for. Providing the best possible care to residents means staying on top of a long list of
Many businesses and government institutions rely on PDFs to share important documents with the public. Policies, forms, reports, public notices, training materials, and guides are often distributed in PDF format because they’re easy to share, easy to open, and they keep formatting consistent from one device to the next. The problem is that many PDFs
Managing the records generated each day is a core part of running a business, yet in practice, it can be complicated, messy, and difficult to keep up with. Records are created in many different ways within a business and often exist in more places than most people realize. Employee files may live in the HR
For many businesses, recordkeeping feels like a chore, a byproduct of the countless records created each day. Because these records often contain sensitive information about customers, vendors, or employees, they need to be handled with care. As those records continue to pile up, keeping everything organized and secure can be difficult, especially when they’re stored
Proper medical records retention is essential for delivering quality care, maintaining patient trust, and ensuring compliance with regulations. Our guide covers everything healthcare providers need to know, including retention requirements, HIPAA’s role in records management, and best practices for protecting sensitive patient data.
Large format documents like architectural drawings, blueprints, schematics, and newspapers often contain important information that needs to be preserved. Unfortunately, they also take up a lot of space. More often than not, they live out their days stacked up in giant paper piles, stuffed into cardboard tubes, or stashed away in bulky storage racks. To
Preserving irreplaceable historical and cultural records is essential for safeguarding our shared history. These fragile documents are highly vulnerable to the effects of time, making their digitization a critical step in ensuring long-term accessibility and protection.
For a lot of businesses, the paper filing system they’ve relied on for years is comfortable, familiar, and most importantly, cost-free. The cabinets are already there, the folders already have labels, and for the most part, everyone knows where to look when they need something. The truth is, paper recordkeeping comes with a lot more
Along with laws that protect employee rights, labor rules, and safety protections, all of which have their own detailed requirements, employers must adhere to strict employee data retention requirements to keep the business compliant and in good standing.
More and more businesses are moving away from paper filing and leaning into electronic document management for one simple reason: it makes records easier to store, find, and protect. Going paperless can help you save time, reduce clutter, and better support your customers’ needs. But building a digital filing system that actually works with your