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.
Between property files, contracts, architectural drawings, and financial documents, the amount of records that need to be kept can overwhelm even the most organized HOA board or property manager. These records often end up stuffed into banker’s boxes, tucked away in filing cabinets, or scattered across different locations, making them difficult to track down when
Protecting sensitive information has never been more important, or more difficult. Cybercriminals are constantly on the lookout for weaknesses they can exploit, hoping to gain access to information they can misuse or sell for a profit. Financial information, medical records, and even login credentials are frequent targets of data thieves. For businesses that handle large
As a business grows, so does the number of invoices that need to be managed. And before long, what started out as a relatively simple process snowballs into a major source of stress for your staff. Without hiring additional employees, it can be difficult to keep up with the demand, leading to missed payments, duplicate
Every detail in a medical record, from a doctor’s handwritten note to an old lab result, can influence patient care. When medical practices transition from paper to electronic recordkeeping, some of those smaller details might not make their way into their digital counterpart, which can leave gaps in a patient’s record. Medical record data abstraction
Choosing a file type for your scanned documents might seem like an insignificant detail, but it can make a big difference in how useful your records are later down the road. Every file format has its own strengths and weaknesses, and depending on your project, there’s a good chance that one will serve your needs
Relocating to a new office can be a major challenge. Between coordinating with movers, installing the technology you need, and making sure employees are set up to do their work, it’s easy to overlook some of the opportunities that come with moving. One of the most common is deciding what to do with all the
Completing a document scanning project is a huge leap toward a streamlined, digital future for your business. However, what comes next is equally important: taking advantage of everything there is to be gained from the process. From enhancing data security to modernizing the management and accessibility of your records, the post-scanning journey offers exciting opportunities
Completing a scanning project is a big milestone. After all the time and effort that goes into planning, preparation, and execution, it feels really good to have all your records stored digitally in one place. But the end of your project is also a new beginning. As your employees start to use your system, they’ll
Downsizing is never an easy decision, but it’s sometimes the best way forward when circumstances change. It can help a business reduce operating costs, improve efficiency, and adapt to a changing market. By restructuring in a thoughtful way, businesses become leaner, more agile, and more resilient to changes in the industry. While the reasons why
Switching to electronic recordkeeping is a big step for any business. It can make your office more efficient, reduce clutter, and help you cut many of the expenses tied to paper-based systems. That being said, storing records digitally comes with its own costs, and the ability to calculate and manage those expenses ahead of time