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Document Management

Record Management for the End of the School Year

by Andy Breslow | May 27, 2022 | Document Management | 5 min read

Now that the academic year is coming to an end, you may be wondering what school records to keep and what to destroy. We’ve already discussed record retention requirements for institutions, as well as FERPA compliance. But what about you, the student or teacher? What records should you be...

Spring Cleaning for Record Management

by Andy Breslow | May 13, 2022 | Document Management | 5 min read

With spring now in full swing, and summer right around the corner, we thought it was time to talk about spring cleaning and record management. For many people this means simply throwing away or donating items that are no longer needed. But what about things like paperwork, contracts, or...

Staying Organized For Remote or In-Person Learning

by Andy Breslow | March 8, 2022 | Document Management | 5 min read

Whether schools will continue remote or in-person learning remains to be seen. Staying organized for remote learning, or switching back and forth can be a pain. As of this publication, most schools around the country have resumed their in-person curriculum. If the past few years have taught us anything,...

Top Preventative Strategies in A Disaster Management Plan

by Samantha Masters | Updated March 16, 2021 | Document Management | 5 min read

Disaster can strike at any moment. Additionally, there is no set formula or target for a disaster occurrence. It can happen to any business at any time. Therefore, it’s critical to prepare for a potential disaster. Creating a disaster management plan keeps you in control of your company, and...

Comparing Records Management Options: Cost, Security & Efficiency

by Lauren Hilinski | Updated June 8, 2021 | Document Management | 5 min read

Proper records management can make a business more efficient and more secure while cutting costs. Depending on the needs of your business and whether you use digital or physical documents, solutions can vary. Watch the video or read the transcript below to learn more about document management systems. Video...

Creating a Records Management Program: How to Balance Your Priorities

by Donna Bunger | Updated May 23, 2019 | Document Management | 2 min read

Creating a Records Management Program requires a healthy balance of costs, security, and productivity. The best way to set these priorities is to evaluate your own processes. Costs Cost efficiency depends on the type of information you keep and manage as well as the legal retention requirements. Offsite Records...

Records Information Management: What Is RIM and Why It’s Important

by Carter Alzamora | Updated June 8, 2021 | Document Management | 3 min read

A RIM program is a system for managing records throughout their lifespan, stretching from their initial creation to their eventual destruction and everywhere in between. In this video learn more about the value of records information management, with information including why it’s important along with walkthrough of the key...

Improving Record Management: A Step-by-Step Guide

by Carter Alzamora | Updated July 14, 2021 | Document Management | 5 min read

Well-maintained records management programs help businesses to remain compliant with record-keeping regulations, avoid security risks, and improve their workflow and productivity. As you turn to evaluate your own records management, questions to ask yourself include what are the greatest weaknesses in your system, and what steps can you take...

An Inside Job: How DMS Access Controls Prevent Security Breaches

by Ken Choi | Updated July 15, 2019 | Document Management | 3 min read

A document management system (DMS) in the workplace helps to ensure an efficient protocol for managing large amounts of files. In addition to more efficiency, a DMS can also increase the security of your confidential files with different levels of access controls. With a predetermined set of access controls,...

Offsite Document Storage Breakdown

by Ken Choi | December 15, 2017 | Document Management | 3 min read

Offsite document storage is a service that has some serious advantages over storing physical files at your office that many businesses are utilizing. Even so, not many people actually know what an offsite storage facility is. What Happens Inside an Offsite Storage Facility? When you work with an offsite...

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