With the growing importance of compliance and eDiscovery issues for many companies, it might be time to consider deploying a records management system. Chances are that your company already uses some ...

Maintaining paper documents and files is an expensive proposition for an organization. Documents must be inserted into file folders and placed in an expensive filing cabinet, and office real estate ...

Traditional document management systems are plagued by inherent limitations. Navigating their compliance challenges and security vulnerabilities increasingly resembles a labyrinthine puzzle. Such ...

All businesses have important documents that need to comply with government regulations, be stored for internal operations or referenced by clients. In the past, file cabinets typically lined the ...

There are many reasons for businesses to manage electronic files and digitize their documents. Creating a structure to organize and share information is one benefit; as is reducing paper, creating ...

Split your metadata from your files, and suddenly your sluggish document system becomes fast, scalable and surprisingly cheap to run. When I was tasked with modernizing our enterprise document ...

Between finding new clients, completing paperwork, and maintaining compliance, advisors often spend more time on back-end tasks than actually interacting with their clients. In fact, surveys have ...