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.
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 future reference. Government offices like the DMV use paper forms
Across nearly every industry, businesses of all shapes and sizes are looking for ways to cut back on paper. People are tired of wasted rooms filled with file cabinets that take up valuable space. Tired of digging through folders and piles of paper every time they need a piece of information. And tired of all
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
Counseling centers on college campuses generate thousands of records every semester, many of which contain sensitive personal information. Keeping these records organized and secure is a responsibility that should not be taken lightly. Privacy laws and regulations add yet another layer of complexity to the process. While some records are protected under FERPA (the Family
For most businesses, keeping up with all the paperwork involved is exhausting. Whether it’s managing invoices, customer records, employee files, or any other type of record, it feels like the paperwork never ends. The hours spent searching for that one file buried somewhere in a cabinet or the frustration of dealing with lost or misplaced
Insurance companies are among the most record-dependent businesses out there. Between claim documents, regulatory paperwork, and customer correspondence, there is a lot of information to keep track of, and that can be difficult no matter how organized you are. As the volume of records continues to grow, keeping up with them becomes increasingly difficult, and
Keeping track of who accesses your records and what changes are made to them is an important part of maintaining trust and accountability for many businesses. Whether you’re managing financial statements, medical records, or personal information, every interaction with a document tells part of its story, and keeping that story accurate matters. This record of
When a customer reaches out to your business, they expect responsiveness and accuracy. Resolving issues and responding to requests is par for the course, and your ability to meet the moment when it matters most is what let’s them know that they’re in good hands. Behind the scenes, every second counts, and your ability to
Managing your business mail can be a challenge, especially if you’re dealing with a large volume each day. From sorting issues and lost mail to slow processing and response times, manual mail management is a common pain point. As more of our communication moves online, the inefficiencies of paper mail are becoming harder to ignore.
Digitizing financial records allows firms to manage client documents more efficiently while maintaining security, compliance, and accessibility. Here’s how scanning financial records can improve the way you serve your clients.