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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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Filing cabinets… most offices have at least one, packed full of paperwork that slowly builds up over the years. It’s the most dreaded piece of furniture in the building, right below the cubicle of course. But every business needs a way to store records, and a filing cabinet feels like the simplest tool for the

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Many businesses want to improve the way they manage information, especially if they’re still relying on paper. But even when the benefits of going paperless are obvious, it’s the transition itself that tends to hold people back, especially concerns about how employees will adapt to changes in their day-to-day work. After all, they’re the ones

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Records management is a big part of running a business. Between contracts, employee files, invoices, and financial reports, there’s always something new to file, and something else to retrieve. Staying organized helps you keep things running smoothly and prevents anything important from slipping through the cracks. But when you’re dealing with dozens or even hundreds

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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 business owners are aware of the challenges that come along with relying on paper records. Whether it’s the clutter they create or the inefficiency they bring to day to day tasks, paper problems often lurk in the back of their minds. However, there’s a common perception that addressing the problem requires a lot of

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Digital document management is more accessible and affordable than ever before, prompting businesses of all kinds to embrace paperless recordkeeping. A well-designed cloud-based document management system (DMS) can be transformative for companies managing large volumes of records, especially those still using paper or microfiche. These systems offer an efficient, secure, and accessible way to manage

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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

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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

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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

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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

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