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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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Managing the records generated each day is a core part of running a business, yet in practice, it can be complicated, messy, and difficult to keep up with. Records are created in many different ways within a business and often exist in more places than most people realize. Employee files may live in the HR

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Proper medical records retention is essential for delivering quality care, maintaining patient trust, and ensuring compliance with regulations. Our guide covers everything healthcare providers need to know, including retention requirements, HIPAA’s role in records management, and best practices for protecting sensitive patient data.

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Many businesses and government institutions rely on PDFs to share important documents with the public. Policies, forms, reports, public notices, training materials, and guides are often distributed in PDF format because they’re easy to share, easy to open, and they keep formatting consistent from one device to the next. The problem is that many PDFs

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Accessibility has been part of New York’s digital standards for a long time, but many state agencies, schools, and other groups that share information with the public are taking a closer look at how those expectations apply to them. Recent federal rules, along with updates from the State of New York, have brought more attention

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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 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

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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

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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

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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

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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,

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