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Learn about best practices, tips, and tricks to help your organization simplify the creation, maintenance, and disposal of records.
Most businesses operate under the assumption that more data is better. They keep every email, every draft, and every invoice because they worry that one day they might need it. Over time, that collection grows, and those unnecessary records eventually reach a point where they are a liability. This is where data minimization comes into
As expectations around digital access continue to grow, information needs to be presented in ways that support wide access and independent use. PDFs are the go-to format for distributing information that needs to display consistently across devices, especially within government, education, and healthcare environments. Their broad compatibility makes them ideal for publishing official documents, distributing
Both 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
You just finished a massive scanning project. Thousands of pages have been moved out of storage boxes and onto your company server. On paper, the job is complete. But in practice, something still feels off. Your team is still having trouble finding what they need. Having 1,000 PDFs does not mean you have a system.
HIPAA is a law that almost everyone has heard of, but not many outside of the healthcare industry fully understand. While most people know it’s meant to protect personal information, the specifics of what it actually protects, and how, are often unclear. In this article, we’ll explain what HIPAA is, why it was created, and
Government agencies manage vast amounts of information, from permits and contracts to historical records and personnel documentation. Each carries specific legal retention requirements, yet many offices still rely on paper or microfilm, making it difficult to verify what is on hand, where it is located, or if it has reached its expiration date. That lack
Most business owners eventually reach a point where their filing cabinets are overflowing and their hard drives are cluttered with decades of old files. While it is tempting to just keep everything forever, this creates a significant liability for your company. A record retention policy is a formal document that dictates how long your business
Managing the thousands of pages of admissions, medical, and billing records generated each month is a significant hurdle for long-term care facilities. Relying on manual, paper-based processes for these records is time-consuming and often pulls staff away from resident care. Moving to digital recordkeeping allows facilities to access, store, and organize information instantly, ending the
Most dealers today believe that they’ve checked every box needed to comply with the FTC Safeguards Rule. You’ve hired a Qualified Individual, locked down your DMS, and turned on MFA. But there is a massive vulnerability hiding in your back office: paper records. While your document management system may be a digital fortress, paper deal
While businesses have long navigated federal privacy regulations like HIPAA or the GLBA, a new era of state-level enforcement has arrived in the Ocean State. The Rhode Island Data Transparency and Privacy Protection Act (RIDTPPA) officially took effect on January 1, 2026. The requirements for how you handle, share, and disclose customer data have fundamentally