United States

March 2015 Resource Roundup


MARCH 2015

1. Six Simple Steps to File Classification

White Paper: Six Simple Tips for File Classification

Want improved retrieval times?

This resource will help you get there by putting the right classification system in place.

You’ll learn how to:

  • Find the best way to start categorizing your files
  • Keep your system consistent
  • Build a “retention friendly” filing system
  • Use codes to make it easy to find files
  • Deploy color coded files to cut retrieval times

You can download this resource here.

2. Managing M&A: 10 Considerations for File Collection Audits

10 Considerations for File Collection Audits - Image

In a merger or acquisition scenario, how do you seamlessly incorporate new collections into your existing program?

The key is ensuring that the new records are subject to consistently applied standard RM controls, and conducting a thorough audit of each file collection is a crucial part of that.

Build a better audit process with this resource.

3. Evaluating RMS Software: 10 Things You Need to Know

Evaluating RM Software: 10 Things You Need to Know - Image

This white paper walks through 10 key areas to consider when evaluating a Records Management System (RMS) software solution.

You’ll learn about:

  • Technology standards
  • Operational needs
  • Compliance issues
  • Risk management
  • Chain of custody
  • Records lifecycle management

Download it now.