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.
Staying on top of your recordkeeping requirements can feel like a job all on its own, especially when it comes to figuring out how long you need to keep each type of document your business creates. State records retention schedules are supposed to help simplify these decisions, but understanding them, and staying compliant with them,
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
Clinical notes are an important part of mental health care. They are used to document progress, record details about a client’s well-being, and serve as a professional’s record of the care provided. Whether you’re a therapist, counselor, psychologist, or psychiatrist, you’re expected to maintain accurate records for every patient. You’re also responsible for keeping those
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
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
In this article, we’ll explore the benefits of digitization for small cities and towns, the types of records that can be digitized, and the best approaches to get started. Whether you’re tackling a growing stack of paper or seeking ways to improve efficiency, government records scanning services make the process of going paperless easier and more affordable.
Many businesses today are drowning in data. Every email, invoice, contract, and customer record adds to the increasing amount of information that must be carefully organized and stored. Without a clear strategy for managing it all, things can quickly spiral out of control. Going paperless is definitely a good start, but it won’t solve every problem.
It’s hard to get any work done when your office is a mess. Stacks of paper everywhere, crowded workspaces, and cluttered desks create an environment that’s anything but efficient. And it’s not just productivity that takes a hit, it also impacts the overall mood, leaving your employees feeling stressed, distracted, and even a bit drained.