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.

Scanning your records is a big step toward a more organized and efficient way of managing information. But once the scanning is complete, what actually happens next? Many businesses aren’t entirely sure. Are the physical records automatically shredded? Can they get them back if they still need them? Are they stored somewhere securely, and for

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From invoices and receipts to contracts and medical records, paper documents tend to pile up quickly. With so many important records to keep track of, it’s natural to feel overwhelmed by the amount of papers lying around. Finding a specific document when you need it can be frustrating, properly organizing them is time consuming, and

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Over the last few years, the landscape of work and employment has undergone a dramatic shift.  Working remotely, which traditionally has only been an option for a small percentage of people, has exploded in popularity, capturing the attention of employers of all different shapes and sizes. And while there are a number of fairly obvious

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When prices are rising and the economic outlook feels shaky, running a business is even more stressful than usual. Office rent, equipment, supplies, even the basics like paper and printer ink have all gone up over the past few years, and it doesn’t feel like that trend is going to reverse anytime soon. When you’re

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Most businesses dread the idea of an audit. Whether it’s scheduled months in advance or sprung on you without warning, the pressure to pull everything together quickly can make even the most organized office like chaos.

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As your business transitions from paper to digital recordkeeping, you’ll need to consider how you will effectively tag, categorize, and retrieve your digitized documents. Organization is one of the most critical aspects of the scanning process, and the effectiveness of your digital recordkeeping system hinges on how well its executed. Properly tagging and categorizing your

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Businesses are managing more information than ever before. Keeping it all organized, searchable, and accessible isn’t easy, but thankfully, metadata makes it possible. Metadata is data about your data. It tells you what a file is, when it was created, and how it’s meant to be used, so you don’t have to open it to

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Eliminating paper from your business wherever possible is one of the best ways to take the pressure off. When all of your records are stored digitally, they’re easier to find, faster to share, and a lot more manageable.

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Going paperless is a big step forward for any business, but in many cases, scanning alone isn’t enough. If you’re unable to find your documents once they’ve been digitized, the effort and resources spent on the process can feel wasted. That’s why indexing your digital records after scanning is such an important step. Proper indexing

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Credit scores play a big role in everyday life, impacting everything from applying for a mortgage to purchasing a car or renting an apartment. Most people don’t think much about how much of their personal information gets shared behind the scenes when their credit is checked, but it’s a lot. That’s exactly why the Fair

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