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.
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
Libraries and government agencies play an important role in preserving information that the public relies on. For many years, microfilm helped make that possible, allowing large volumes of records to be stored efficiently in a relatively small amount of space. But technology has changed, and so have the ways that people interact with information. People
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
Buying or selling a medical practice is more involved than the sale of most other businesses. In addition to the usual financial and staffing decisions, patient records also need to change hands during the process. In many smaller, family-owned practices, a large portion of those records may still be stored on paper. Keeping track of
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
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
Protecting patient information is a responsibility that every healthcare-related business takes seriously. As medical records continue to move from paper to digital formats, there are still risks to be aware of, including data breaches, cyberattacks, and mishandling of sensitive information. With more information stored and shared electronically, keeping these risks in view helps ensure that
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,
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
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