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.
Paperwork is an inevitable part of running a business. From invoices and contracts to employee records and client information, the number of documents a business needs to keep track of can be overwhelming. Some business records contain sensitive information, making it essential that these documents are handled with extra care. It’s also important that these
In the healthcare industry, maintaining accurate, complete, and secure records is critical. Medical practices need to manage a wide variety of records, including patient charts, employment documents, financial statements, insurance forms, and more. However, the sheer volume and variety of documents that need to be managed can be challenging, each governed by its own set
Properly managing your records is one of the most important responsibilities you have as a business. However, with the sheer volume of information you need to keep track, keeping up with it all can be a bit overwhelming. Mismanaging your records can result in lost documents, legal compliance issues, and operational inefficiencies that can cause
Extracting data from your documents is one of the most critical steps in the document scanning process. It directly impacts how searchable and functional your digital files will be, shaping how you access and interact with them each day. Despite its importance, data extraction often flies under the radar, overshadowed by other aspects of digitization.
Purchasing a medical practice is an exciting step. Whether you’re a doctor, dentist, chiropractor, or therapist, expanding your business means you’ll be able to help more people and make a greater impact in your community. One of the biggest challenges that come with this kind of acquisition is dealing with existing medical records. Many practices
Keeping up with regulatory rules and compliance requirements can feel overwhelming, but it’s a necessary part of running a successful business. While it can be frustrating at times, these regulations provide a framework that helps you protect your data, your clients’ data, and your business’s reputation. However, monitoring regulatory compliance is much more challenging when
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
When it comes to storing documents in a compact, durable format, microfiche and microfilm have been the go-to choice for records storage for decades. Government agencies, museums, and libraries have relied on these formats for years, using them to archive everything from historical documents to public records. It’s also not unusual for individuals to have
The decision to downsize a business is never easy, but it’s often a necessary step for long-term success. Downsizing can help businesses lower their monthly expenses, improve operational efficiency, and adapt to a changing market. It also helps position them for the future by becoming leaner, more agile, and more resilient to changes in the
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.