Business Tips

Records vs Documents: The Differences & How Best to Manage Them

by | Updated September 21, 2022 | Business Tips | 4 min read
Records and documents are actually classified differently in the professional space. Understanding their differences and the best ways to manage them will go a long way in keeping your business organized and secure. Video Transcription Document vs Record Definitions Documents A document refers to “live” information that has not...

[Video] 2017 Records Retention: Requirements and Guidelines

by | Updated September 21, 2022 | Business Tips | 4 min read
Video Transcription Why Track Retention? Proper record keeping and retention are important for monitoring business progress, preparing financial statements, identifying income sources, and tracking your expenses. There are a number of record management laws that set specific retention periods for different information including HIPAA, OSHA, and the ADA, and...

How On-Demand Document Retrieval Can Help Your Business

by | Updated June 29, 2022 | Business Tips | 3 min read
Is your business struggling with storing, retrieving, or organizing your vast amounts of documents? Maybe you’ve noticed the problem already and are planning on implementing a new, document management system. Or perhaps you think things are fine the way the are, and don’t see the benefits that a document...

How To Save Time in Your Office

by | Updated July 14, 2021 | Business Tips | 3 min read
One of the most frustrating parts of the day can be spending time on tasks that can be avoided. Maybe you misplaced an important document, or the printer has a paper jam. This could all be avoided if a proper document management system was implemented and the office was...

How to Have an Effective Records Management Program

by | Updated June 29, 2022 | Business Tips | 3 min read
To properly run a business, it’s essential that an effective records management program is intact. By making sure that important documents are properly accounted for, setting up a program allows easy organization and security. Without proper storage of your records, your business is at risk. Some don’t realize how...

What’s the Difference Between Documents and Records?

by | Updated March 25, 2021 | Business Tips | 2 min read
While it may not seem obvious at first glance, there is more than semantics that separate records from documents. Each must be treated differently to comply with legal retention requirements. These types of files are both defined in ISO 15489-1. What Is a Record? Records are historical files that...