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Get tips and tricks to help you better manage your data and rid your organization of antiquated paper processes. Learn about the advantages of going paperless.
Completing a document scanning project is a huge leap toward a streamlined, digital future for your business. However, what comes next is equally important: taking advantage of everything there is to be gained from the process. From enhancing data security to modernizing the management and accessibility of your records, the post-scanning journey offers exciting opportunities
When it comes to protecting your business’ sensitive data, storing your records securely is only half the battle. Every record eventually reaches the end of its usefulness or falls outside of your retention policy, and keeping outdated information longer than necessary creates security risks. When it comes to protecting your business’ sensitive data, storing your
Keeping up with all the paperwork can be a challenge for church staff. Alongside donation records, financial reports, and operational documents, there are also facility maintenance logs, volunteer schedules, historical records, and more to keep track of. In many cases, these records end up stored in file cabinets, or packed away in a basement or
Auto dealerships generate a lot of paperwork, including sales transactions, customer records, service histories, employee files, vendor contracts, and more. Keeping all of that information organized can be challenging, especially when it’s spread out across multiple filing cabinets or storage rooms. Along with every day paperwork, dealerships also need to stay on top of a
Book scanning is an effective way to preserve, share, and access books in a digital format. Digitizing books helps extend the lifespan of the information they hold, improves accessibility, and makes them easier to use in an increasingly digital environment. Whether the goal is to protect historical texts from deterioration, create searchable versions of dense
Not every business can go completely paperless, and that’s okay. Whether it’s due to budget constraints, long-standing processes, or just the nature of the records themselves, a lot of teams end up managing a mix of both paper and digital files. That kind of setup, where some documents are stored digitally while others remain on
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.
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
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
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