Reader Favorites: Our most popular records management resources

records management guidesOur top resources over the past month are full of tips and tools for a range of records management challenges.

Ready for the cloud, but not sure it is right for your organization? Our guide, Records Storage in the Cloud: What You Need to Know will help you get started.

A function classification system is a must for an effective records management program. Need to learn more on how to make it work for your organization? Read our guide with seven tips.

Moving soon? Don’t start planning until you read our toolkit for corporate moves. It is a collection of resources covering all you need to do before, during and after your move.

1. Records Storage in the Cloud: What You Need to Know

Outsourcing Records Management to the Cloud

Thinking of moving your records to the cloud? This resource will help you navigate the legal and business challenges of cloud technology in order to maximize the records management benefit.

Get it here >


2. 7 Tips for Developing and Applying a Functional Classification System

Functional Classification for Records Management

Functional classification is one of the essential building blocks of an effective records management program.

But what exactly is functional classification and how do you make it work for your organization?

This guide provides the answers. You will learn how to:

  • Classify your records the right way
  • Determine which records need to be retained and which do not
  • Apply the functional classification to your collection
  • Use retention schedules alongside your functional classification
Download the guide >


3. Records Management Toolkit for Corporate Moves

Corporate File Moves

Is there a move in your future?

This toolkit provides important information and best practices to help you move records safely and efficiently. This collection of resources will help you:

  • Create a strategic plan for before, during and after the move
  • Purge your collection of unneeded documents
  • Use the opportunity to make improvements in your records management program and infrastructure
Download the toolkit >


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