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RIM in Banking: How to Make Your Loan Vault More Efficient – Part 2

Thursday, December 1, 2016

In last week’s blog post we introduced three best practices to make your loan vault more efficient: using a loan inventory management software tool, using the appropriate manila file folders, and color-coded file labels. This week, we follow that up with four more best practices.


Reader Favorites: Our most popular records management resources

Thursday, November 17, 2016

Our most popular resources over the past month address a few issues that don’t always get a lot of press, but that doesn’t make them any less challenging, or important. First up, we a have a white paper that shares three tips to help you navigate corporate file moves. We also have a toolkit to help you plan and develop an environmentally friendly records management program. Finally, we share a guide that outlines nine elements of a successful document imaging project.


How to safeguard paper medical records

Wednesday, October 22, 2014

These days, most of the discussion about medical records involves the “big” issues like privacy and electronic health records. While these are certainly challenging issues that require much discussion and planning, we have found that basic safeguarding of medical records can get overlooked. In all the discussion about privacy security, it is essential to take care of the basics.


Retention and disposition headaches? Add a splash of color.

Friday, June 27, 2014

In a four-part blog series, we are focusing on color coding, a records management technique that has many benefits beyond preventing misfiles. In our third post we reveal how color coding makes it easier to meet requirements for records retention and disposition – and avoids risk in the process.


Four unexpected ways that color coding can solve RIM challenges

Wednesday, June 11, 2014

In the first of a four-part blog series, we’ll focus our attention on the “lowly” color-coded folder. A staple of the records management world for many years, color coding has traditionally been used for a very specific function: helping to spot misfiled folders. However, as we’ll reveal in this blog series, color coding can be used in some unexpected ways to solve many more RIM challenges…


To Centralize or Not to Centralize?

Monday, September 24, 2012

It’s one of the most common issues in records management. And while every storage situation is unique, a file centralization project can bring tremendous return on investment. How? By introducing these 4 key advantages outlined in this blog post.