Electronic Records Management Toolkit

electronic records management

Assessment Tool: Electronic Folder Structures

Businesses need to systematically and proactively design electronic folder structures and effective naming conventions based on best practices in records management. This needs assessment will help your organization comply with laws and find information faster and more reliably.


Video: A Practical Approach to Managed Shared Drives

In this video, TAB Consultant Joan Sparkes talks about a project in which TAB successfully helped an oil and gas company organize their shared drive.


White Paper: How Metadata Works with Records Management

Metadata is a hot topic in today’s records management environment and it’s no wonder given how it can provide a highly efficient way to manage and locate records. When combined with existing RM practices, metadata can greatly improve how you search for and retrieve all of your physical and electronic records. In this white paper, we explore how metadata can work with your existing RM practices to improve overall efficiency.


White Paper: Meeting Records Management Requirements in the Electronic World

Learn how to reap the benefits of electronic records management while mitigating the compliance and practical risks introduced by electronic records.


White Paper: Tips for Managing Your Shared Drive

Our 8-step methodology will ensure better access and compliance for your records.


White Paper: Understanding and Selecting the Right Tool for the Job

Compare Records Management Systems, Enterprise Content Management Systems and Enterprise Information Portals to find the right product for your records management needs.