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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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Savvy business owners are always looking for new ways to save money and increase their bottom line. But in the quest to trim the fat, many overlook the potential savings that can come from modernizing their business’s record-keeping practices. And honestly, that’s not surprising. Record-keeping is typically seen as a mundane necessity, a side effect

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Imagine a busy law firm with a room full of client files dating back a few decades. One evening, after hours, a burst pipe on the floor above sends water cascading down, soaking several boxes of critical documents below. By the time the first employee arrives the next morning, the damage has already been done:

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Transitioning from paper to digital record-keeping is an exciting step for any business. Think of the space you’ll save and how much easier it will be to locate important documents. However, scanning your documents is just the beginning. To truly benefit from your new digital system, you’ll need to choose the right document management system

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During the scanning process, we extract the most important identifiers from your documents and store it digitally as metadata along with your records. This metadata can later be used for searching and retrieval, categorization, or analysis for various purposes.  We typically use optical character recognition (OCR) technology to expedite this process, leveraging software to automatically

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Data security is more important today than ever before. The internet is rife with cybercriminals looking to exploit any vulnerability they can, so that they can access, misuse, or even sell sensitive information for a profit. Personal information like financial records, medical information, and confidential business documents are all prime targets for these malicious actors.

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Businesses transitioning from paper to digital record-keeping have a unique opportunity to greatly enhance the security and safety of their documents. This is, after all, one of the biggest factors driving businesses to invest time and resources into the process. In order to take full advantage of the exciting possibilities that come with going paperless,

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The management of medical records is a crucial aspect of healthcare, impacting both patient care and administrative efficiency.  Due to the enhanced efficiency and accuracy offered by electronic records management, a growing number of medical practices have adopted digital record-keeping, a move that reflects the industry’s broader digital transformation.  When providers make the transition from

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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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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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Effective records management is an important aspect of running any organization. Even more so for state agencies, public universities, and government institutions that are under the microscope of stringent compliance requirements. While adherence to federal and state regulations governing records management is an integral part of this process, navigating the complexities of these requirements can

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