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.
Documents often contain sensitive information, from personal data to financial details, that needs to be kept confidential. In many cases, though, these documents still need to be shared with others, whether it’s within a legal team, regulatory bodies, or even courts. Redaction helps protect privacy by removing or obscuring specific details that shouldn’t be disclosed
As your business transitions from paper to digital recordkeeping, you’ll need to consider how you will effectively tag, categorize, and retrieve your digitized documents. Organization is one of the most critical aspects of the scanning process, and the effectiveness of your digital recordkeeping system hinges on how well its executed. Properly tagging and categorizing your
Today’s businesses are managing an unprecedented volume of information, making effective data management more crucial than ever. As more organizations transition to paperless record-keeping, the importance of properly categorizing and tagging documents grows in tandem with the increasing volume of information that needs to be stored and retrieved. Whether you’re migrating from paper to digital
Many businesses are abandoning paper-based record keeping methods in favor of the convenience and security provided by electronic document management. After all, a paperless world is simple, efficient, and environmentally friendly. However, transitioning from a paper to a digital filing system isn’t as straightforward as it may seem. There are many pitfalls that can be
When dealing with sensitive information, there’s no room for error. If your businesses handles records containing protected health information (PHI), you need to be sure that those records are properly disposed of when they are no longer needed. Many people mistakenly believe that their responsibility ends once these documents are discarded, but that couldn’t be
As more organizations lean into the convenience and efficiency of operating paperlessly, document imaging has risen as a pivotal and transformative service for organizations of all shapes and sizes. Document imaging serves as a bridge to a streamlined, clutter-free way of handling information, allowing businesses with extensive libraries of paper documents to modernize their record
In today’s highly competitive market, businesses are always looking for easy ways to streamline their operations and enhance efficiency. As a result, a growing number of companies are abandoning their paper record keeping systems in favor of more modern digital document management solutions. The switch to digital document management promises a wide array of benefits,
Clinical notes are one of the most important tools a mental health professional has at their disposal, tracking progress and recording important details about the health of their patients. From marriage and family therapists and case workers to psychologists and psychiatrists, most clinical professionals are governed by regulations that mandate the creation of clear, concise,
When it comes to federal regulations and data privacy laws, the Gramm-Leach-Bliley Act (GLBA) often flies under the radar. Yet, for businesses that handle financial records, compliance with this law is critically important. The goal of this article is to explain why, the negative implications of non-compliance, and how digitizing your financial records can help
Managing physical mail can be challenging for businesses that receive a tidal wave of it every day. From sorting issues and lost mail to slow processing and response times, manual mail management is a common pain point. As we become increasingly digital in our communications, the inefficiency of handling physical mail becomes more apparent. That’s