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.

Businesses transitioning from paper to digital record-keeping have a unique opportunity to greatly enhance the security and safety of their documents. This is, after all, one of the biggest factors driving businesses to invest time and resources into the process. In order to take full advantage of the exciting possibilities that come with going paperless,

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Preparing for a large document scanning project can seem daunting, especially if it’s your first time. Many businesses find themselves feeling a bit lost, unsure of their role in the process and what needs to be done beforehand. Don’t worry, getting ready for your project is a lot easier than you might think. In this

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The management of medical records is a crucial aspect of healthcare, impacting both patient care and administrative efficiency.  Due to the enhanced efficiency and accuracy offered by electronic records management, a growing number of medical practices have adopted digital record-keeping, a move that reflects the industry’s broader digital transformation.  When providers make the transition from

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With so many factors to consider, choosing the right document scanning service for your business can be a complex process.  From the volume of documents to be scanned to the nature of the material (be it sensitive or confidential), each service offers distinct features and benefits. However, by understanding the nuances of the many different

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Mobile scanning apps have seen a huge surge in popularity in recent years, and that’s no surprise. Not only are most people doing more things digitally, but the convenience of scanning your documents with a device that, let’s be honest, is rarely more than three feet away at any given time, is a pretty convenient

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Whether you’re archiving important paperwork, sharing files across different platforms, or ensuring compatibility for future reference, understanding how to convert your scanned documents into PDFs is key. This article will guide you through a few simple but effective methods to achieve this with both free and paid software, ensuring your scanned documents are not only

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Auto dealerships are repositories of a vast array of records, from business transactions and customer data to vehicle service records and employment documents.  The sheer volume and variety of documents that must be managed can be overwhelming, presenting a number of operational and organizational challenges that can be difficult to overcome. Dealerships must also navigate

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Effective records management is an important aspect of running any organization. Even more so for state agencies, public universities, and government institutions that are under the microscope of stringent compliance requirements. While adherence to federal and state regulations governing records management is an integral part of this process, navigating the complexities of these requirements can

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The Fair and Accurate Credit Transactions Act (FACTA), an amendment to the Fair Credit Reporting Act, plays a crucial role in protecting consumer information and preventing identity theft. This guide provides an in-depth understanding of FACTA, its provisions, and its impact on individuals and businesses. What is FACTA? Enacted in 2003, FACTA includes several provisions

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Transitioning from paper to electronic record-keeping offers benefits for businesses of all shapes and sizes, but doing so also presents a number of challenges that can be difficult to overcome.  One such challenge is ensuring that sensitive information isn’t inadvertently shared or exposed during the process. Whether you’re in healthcare, law, finance, or any sector

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