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.

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

Read Article

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

Read Article

Many people use the terms scanning and digitization interchangeably, and it’s easy to see why. Both involve converting paper documents into digital form, and both are part of the broader shift away from paper. But there’s actually a key difference between the two, especially when it comes to what you can do with your records once they’re digital.

Read Article

Whether you’re trying to organize your files, share important paperwork online, or you’re just sick of paper piles, converting your scanned documents into PDFs makes them easier to store, use, and share. In this article, we’ll walk through a few simple ways to convert your scanned files to PDF using both free tools and paid

Read Article

Microfilm was once considered to be the gold standard of information storage. At its peak, no other storage medium could match its convenience, affordability, and durability. Government agencies, libraries, and historical archives relied on it for long-term data storage, and even today, microfilm and microfiche are still in use. Even though most people have switched

Read Article

A lot of businesses make huge investments in security infrastructure, technology, and IT staff to protect their data, while overlooking the final and often most important step in any data management program; document destruction.  What happens to paper documents when they’re no longer useful?

Read Article

Whether it’s customer/client details, financial records, proprietary company information, or employee files, most organizations eventually find themselves in possession of sensitive data. More often than not, a large percentage of that data is stored on paper.

Read Article

When dealing with sensitive information, there’s no room for error. If your businesses handles records containing protected health information, you need to be sure that those records are properly disposed of when they are no longer needed.

Read Article

Property management comes with an overwhelming amount of paperwork. Lease agreements, maintenance records, vendor contracts, and tenant communications all need to be carefully managed, and with new records being generated every day, keeping everything organized can be challenging. For those managing a single rental unit, keeping up with paperwork is already time-consuming. Multiply that across

Read Article

Anyone who’s ever worked in accounts payable knows how crucial compliance is. Walking the tightrope of regulations related to payment processing can be overwhelming at times, especially for a busy AP department. There are many rules that need to be followed, a ton of documentation that must be tracked, and deadlines that can’t be missed.

Read Article