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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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Going paperless is a big step forward for any business, but in many cases, scanning alone isn’t enough. If you’re unable to find your documents once they’ve been digitized, the effort and resources spent on the process can feel wasted. That’s why indexing your digital records after scanning is such an important step. Proper indexing

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Credit scores play a big role in everyday life, impacting everything from applying for a mortgage to purchasing a car or renting an apartment. Most people don’t think much about how much of their personal information gets shared behind the scenes when their credit is checked, but it’s a lot. That’s exactly why the Fair

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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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Businesses generate more records than ever before. From employee files and financial reports to contracts and customer data, the amount of information that needs to be managed grows every day. Without proper records management practices in place, that growing volume can start to feel like an avalanche. Employees end up spending half their time searching

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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

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A small change is coming to the Health Insurance Portability and Accountability Act (HIPAA) in 2024, in regards to managing reproductive health information. The Department of Health and Human Services (HHS) finalized these changes in April 2024, bringing in new rules on how this information is handled and protected. Here’s what you need to know

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Collecting personal information is a normal part of doing business. Whether it’s from customers, employees, or vendors, most businesses handle sensitive data that needs to be protected. Once this information is collected, it’s a business’s responsibility to keep it safe, and complying with data privacy laws is one of the best ways to do it.

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Eight new state privacy laws are going into effect in 2025, adding to the growing list of data protection regulations across the United States. After efforts to pass a federal data privacy law stalled in June of 2024, state legislatures stepped in to fill the gaps, creating a patchwork of rules that can be difficult

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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

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Data security is a top priority for most businesses, and for good reason. From customer data to internal business documents, properly managing sensitive information is an important part of running a business. However, protecting records stored on paper presents a number of challenges. Paper documents can be easily lost, damaged, or misplaced, and controlling access

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