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.

If your business is struggling to manage the overwhelming amount of paperwork that needs attention each day, you’re not alone. Businesses that rely on paper-based record-keeping often find themselves buried under stacks of documents or surrounded by overflowing filing cabinets, desperate for some semblance of organization and order. Manual record-keeping is not only costly but

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Document scanning and digitization are cornerstones of contemporary document management, playing pivotal roles in transforming how organizations handle their records and information. While both processes convert physical documents into electronic formats, they each offer distinct benefits and functionalities that are essential in today’s data-driven environment. By understanding the differences and benefits of each, organizations can

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Dentistry has consistently been at the forefront of adopting new technology, using the latest innovations to improve patient care. These advancements not only lead to better outcomes but also enhance the overall patient experience, both during and outside of appointments. As a result, many practices are turning to dental records scanning to streamline patient record

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From employee records to financial statements, most businesses are responsible for storing confidential information. More often than not, much of this information is stored on paper.  For this reason, it is absolutely critical that businesses establish a comprehensive retention policy to ensure the proper management and timely disposal of sensitive records.  A records retention policy

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For most businesses, collecting and managing personal information is just part of the job. Customers often share their details and do so for a variety of reasons, trusting that this information will be kept private and managed responsibly. Yet, the rules around classifying this data can be complex, and it’s not always clear what type

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Medical records retention is an important part of delivering quality care and maintaining patient trust. A proper retention schedule helps healthcare providers protect sensitive information, improve data security, and stay organized. In this guide, we will explore medical records retention requirements, the role of the Health Insurance Portability and Accountability Act (HIPAA) in records retention,

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Organizations in possession of irreplaceable historical/cultural records are responsible for the long term preservation of these documents, emphasizing the crucial role they play in ensuring the survival and accessibility of our shared history. The fragility of these documents and their vulnerability to the ravages of time make their immediate preservation a top priority.

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In the digital age, more and more industries are turning to technology to streamline their processes and increase operational efficiency, and the legal field is no different.  In fact, the American Bar Association has been recommending that law firms go paperless since 2019. Due to the nature of their work, law firms end up dealing

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From invoices and receipts to contracts and medical records, paper documents tend to pile up quickly. With so many important records to keep track of, it’s natural to feel overwhelmed by the amount of papers lying around. Finding a specific document when you need it can be frustrating, properly organizing them is time consuming, and

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Choosing the right file type for your document scanning project can be an overwhelming decision, especially when you’re not even sure why it matters! But not every file format is created equal, and depending on your project, there is a pretty good chance that one will be better for you in the long run than

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