Records Management Tools
Whether you are new to records management, looking for guidance in managing paper and electronic records together, developing a records retention program, or researching records management software, we have resources to help you through the process.
We have created collateral materials on records management best practices to address the needs of records managers in businesses, financial institutions, government, law enforcement agencies and other numerous industries. Use the menu on the left or below to browse through and if you can’t find what you are looking for, please contact us.
- Document Imaging and Conversion Toolkit
- Electronic Records Management Toolkit
- Green Records Management Toolkit
- File Moves Toolkit
- Hybrid Records Management Toolkit
- Mergers and Acquisitions Toolkit
- RM Fundamentals Toolkit
- Efficient Paper Filing Toolkit
- Records Retention Toolkit
- Space Planning Toolkit