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Electronic records

Your Checklist for Designing Electronic Folder Structures that Work

With so many rules and business requirements impacting the proper way to store electronic records, it’s no longer enough to click “Save as,” create electronic folders on the fly, and use any name that comes to mind to identify your electronic record. Your folder structures should offer support to your records management program and incorporate […]Read More

How Santa Uses ECM to Manage His Deluge of Letters

We came across this interesting article that proves Santa, among his other talents, is an extraordinary records manager, one who uses ECM to keep kids big and small smiling over the holidays. The short piece points out a truth that generally goes unnoticed—but during this holiday season, it’s one that’s worth consideration. The writer behind […]Read More

Want to Get Your Shared Drive Under Control? Start Here

If organized properly, shared drives can be a major asset to any RM program. By understanding some of the common problems with public drives and following a logical methodology to address them, staff can develop an efficient and systematic approach to sharing and storing information. Start with these 4 steps:Read More

Metadata Part 2 – Full-Text Searching Maximizes its RM Benefits

As a topic in records management, metadata is everywhere. There’s a ton of information available, but it may still be tough for some people to figure out exactly what metadata is and how to put it to best use in their RM program. The first part of this blog post explained what metadata is and how it works in a real-world context, specifically with electronic folder structures. This post looks at an on-going debate about metadata—namely, is it necessary for departments with full-text searching capabilities?Read More

How Metadata Works and How it Can Help Your Organization – Part 1

Most RM professionals have probably heard about metadata—but what exactly does it mean and how can it help your organization? There’s a lot of differing information out there, so we’ve put this blog together to help you demystify and apply metadata in a way that will improve your records management.Read More