Tag Archives: records management

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How to Successfully On-board 130,000 Acquired Loan Files

Thursday, January 12, 2017

For a top-20 U.S. bank, the acquisition of two smaller banks created a huge influx of mortgage and loan files. To integrate the acquired files into its existing operations, the … Continue reading

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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. Continue reading

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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. Continue reading

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Reader Favorites: Our most popular records management resources

Thursday, October 20, 2016

Our most popular resources this month cover a variety of issues related to document imaging. First up, we a have a white paper that outlines strategies for developing an imaging program designed to eliminate the need to retain paper. We also have a records retention starter kit and a complete document imaging toolkit. Continue reading

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A Practical Approach to Managing Shared Drives – Part One

Thursday, October 6, 2016

Shared drives are a fact of life for many organizations, and when organized properly they can be very useful document storage and sharing tools. But, they can also turn into an unstructured wasteland of information if proper records management best practices aren’t applied. Poorly managed shared drives can lead to a variety of issues including compliance and legal risks, increased retrieval times, versioning issues and unnecessary duplication of documents. The TAB team has worked with many organizations, designing a shared drive infrastructure that makes finding documents and retrieving them simple and efficient. Continue reading

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Questions You Need to Ask Before Buying a Shelving System

Thursday, September 22, 2016

Purchasing a new shelving system for file folders and other media is not an easy task. There are so many options available and all with different features and benefits. Unfortunately, … Continue reading