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.
When prices are rising and the economic outlook feels shaky, running a business is even more stressful than usual. Office rent, equipment, supplies, even the basics like paper and printer ink have all gone up over the past few years, and it doesn’t feel like that trend is going to reverse anytime soon. When you’re
Most businesses dread the idea of an audit. Whether it’s scheduled months in advance or sprung on you without warning, the pressure to pull everything together quickly can make even the most organized office like chaos.
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
For accounting firms, paperwork is a constant companion. From tax documents to financial statements and everything in between, accountants need to keep track of a ton of documentation to get the job done. Keeping these records organized ensures that your practice operates efficiently while also helping you avoid compliance issues down the road.
Most businesses go through big changes at one point or another. Whether it’s a merger, restructuring, relocation, or even just rapid growth, these kinds of events usually demand your full attention. For that reason, most people don’t put much thought into what is going to happen with their records. However, keeping them organized and accessible
Running a business means dealing with a ton of paperwork. Contracts, invoices, employee records, tax documents… the list goes on. Some records need to be kept for years, whether for tax purposes, compliance reasons, or other business needs, while others don’t. To keep things simple, many businesses just store everything indefinitely, keeping every record that
Businesses are managing more information than ever before. Keeping it all organized, searchable, and accessible isn’t easy, but thankfully, metadata makes it possible. Metadata is data about your data. It tells you what a file is, when it was created, and how it’s meant to be used, so you don’t have to open it to
Eliminating paper from your business wherever possible is one of the best ways to take the pressure off. When all of your records are stored digitally, they’re easier to find, faster to share, and a lot more manageable.
Going paperless is a big step forward for any business, but in many cases, scanning alone isn’t enough. If you’re unable to find your documents once they’ve been digitized, the effort and resources spent on the process can feel wasted. That’s why indexing your digital records after scanning is such an important step. Proper indexing
Credit scores play a big role in everyday life, impacting everything from applying for a mortgage to purchasing a car or renting an apartment. Most people don’t think much about how much of their personal information gets shared behind the scenes when their credit is checked, but it’s a lot. That’s exactly why the Fair