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.
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
Auto dealerships generate a ton of records each day, from business transactions and customer data to vehicle service records and employment documents. Managing such a large variety of documents can be overwhelming, presenting significant operational and organizational challenges. Dealers also face a maze of compliance requirements from federal, state, and local levels. Of course, complying
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
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
Documents often contain sensitive information, from personal data to financial details, that needs to be kept confidential. In many cases, though, these documents still need to be shared with others, whether it’s within a legal team, regulatory bodies, or even courts. Redaction helps protect privacy by removing or obscuring specific details that shouldn’t be disclosed
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
Today’s businesses are managing an unprecedented volume of information, making effective data management more crucial than ever. As more organizations transition to paperless record-keeping, the importance of properly categorizing and tagging documents grows in tandem with the increasing volume of information that needs to be stored and retrieved. Whether you’re migrating from paper to digital
Many businesses are abandoning paper-based record keeping methods in favor of the convenience and security provided by electronic document management. After all, a paperless world is simple, efficient, and environmentally friendly. However, transitioning from a paper to a digital filing system isn’t as straightforward as it may seem. There are many pitfalls that can be
When dealing with sensitive information, there’s no room for error. If your businesses handles records containing protected health information (PHI), you need to be sure that those records are properly disposed of when they are no longer needed. Many people mistakenly believe that their responsibility ends once these documents are discarded, but that couldn’t be
As more organizations lean into the convenience and efficiency of operating paperlessly, document imaging has risen as a pivotal and transformative service for organizations of all shapes and sizes. Document imaging serves as a bridge to a streamlined, clutter-free way of handling information, allowing businesses with extensive libraries of paper documents to modernize their record