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.
Even with the widespread use of digital accounting software, businesses still deal with a surprising amount of paper, especially when it comes to financial records. Invoices, receipts, payroll and tax documents, they tend to pile up quickly, making it harder to stay organized and keep track of financial transactions. Scattered financial records, some physical, some
Government agencies manage an enormous volume of records, from business licenses and permits to financial and historical documents. Scanning these records helps agencies preserve important records, improve efficiency, and reduce reliance on physical storage.
Protecting the confidentiality of patient information is a top priority in healthcare. As medical records continue to move from paper to digital formats, the risks of data breaches, cyberattacks, and mishandling of sensitive information have only increased. Healthcare providers, insurers, and any other businesses that handle medical records need to follow strict guidelines to ensure
It can be difficult to keep track of all the records generated during the hiring process. Its even more challenging when these records are a mix of paper and digital communications. Taking your HR department paperless is one of the most effective ways to simplify onboarding and streamline the management of records created in the process.
Businesses generate more records than ever before. From employee files and financial reports to contracts and customer data, the amount of information that needs to be managed grows every day. Without proper records management practices in place, that growing volume can start to feel like an avalanche. Employees end up spending half their time searching
Moving paper records to an off-site facility for scanning isn’t always practical. Some documents might be too fragile to transport, while others might contain sensitive information that’s better kept under your direct control. In some cases, regulations may even require files to remain on-site, leaving off-site scanning off the table entirely. Whatever the reason, sending
With more businesses moving away from paper and toward electronic recordkeeping, those that can’t transport their records offsite often feel stuck, unable to move forward with digitization. Whether it’s due to security concerns, legal requirements, or logistical challenges, going paperless can seem out of reach. This can quickly turn into a frustrating cycle. Records pile
When it’s time to digitize your documents, one of the most important and often misunderstood choices you’ll need to make is the resolution of your scans. This decision directly affects the quality of your digital files and how useful they’ll be once scanned. Whether you’re preserving historical documents, creating backups of business records, or converting
Keeping up with regulatory rules and compliance requirements can feel overwhelming, but it’s a necessary part of running a successful business. While it can be frustrating at times, these regulations provide a framework that helps you protect your data, your clients’ data, and your business’s reputation. However, monitoring regulatory compliance is much more challenging when
So, your business has decided to go paperless, and that means digitizing all your existing records. One of the first decisions you’ll need to make is who will handle your project. There’s a lot to think about, like how many records you need to scan, whether they include sensitive or confidential information, and any legal