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Records Management Strategies

Learn about best practices, tips, and tricks to help your organization simplify the creation, maintenance, and disposal of records.

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Accessibility has been part of New York’s digital standards for a long time, but many state agencies, schools, and other groups that share information with the public are taking a closer look at how those expectations apply to them. Recent federal rules, along with updates from the State of New York, have brought more attention

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Mobile scanning apps have surged in popularity in recent years, and it’s easy to see why. With improvements in smartphone camera quality and a huge variety of free scanning apps available, capturing high-resolution images of your documents has never been easier. Whether it’s receipts, letters, artwork, IDs, or even family recipes, mobile scanning apps allow

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Most businesses know that scanning their records would make life easier, but the assumptions surrounding the process often prevent them from moving forward. Scanning records en masse can feel like a massive undertaking, something that demands perfect organization, weeks of planning, and a major disruption to day-to-day business. Those kinds of misconceptions tend to push

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As expectations around digital access continue to grow, information needs to be presented in ways that support wide access and independent use. PDFs are the go-to format for distributing information that needs to display consistently across devices, especially within government, education, and healthcare environments. Their broad compatibility makes them ideal for publishing official documents, distributing

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Managing accounts payable comes with a lot of responsibilities. There are often many invoices to keep track of, and many payments that need to be made on time, every time. Handling everything manually adds pressure for employees and increases the risk of small mistakes that can lead to late payments or compliance concerns. AP automation

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Local and state government offices have to manage vast and ever-increasing amounts of information. This includes everything from permits and public meeting records to financial files and employee documentation, each with rules for how long it must be kept. When these records are stored on paper or microfilm, it is difficult to know exactly what

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Running a seasonal business comes with its own set of challenges, and keeping track of records is one of them. When the spaces you use are only leased for part of the year, there isn’t always a convenient or secure place to keep important paperwork. Add in the challenges that come with hiring temporary staff,

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Electronic records management has become much more accessible and budget friendly in the last few years. For businesses still relying on filing cabinets, storage facilities, or microfiche, managing information digitally can make everyday tasks easier and much more efficient. Even so, getting started can feel like a major hurdle. The idea of servers, equipment, and

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Record keeping is an important part of running a business. Aside from being a requirement in many cases, keeping accurate records helps you stay organized and ensures you can access the information you need when you need it. And while it might not be the most exciting part of business ownership, proper records management makes

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While recordkeeping practices vary from one court to another, most courts maintain at least some of their records on paper. Although going fully paperless might not be possible, scanning court records enhances access to information and streamlines records management.

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