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Electronic records

How to effectively manage a shared drive: Part 2

In our last blog post we shared four initial steps to help you optimize the use of your shared drives. These first steps involved creating an information framework, designing the folder structure and establishing user permissions. From there, we were able to implement the new structure on the shared drive itself. However, before your new structure is ready for prime time, you’ll need to take care of a few additional steps.Read More

How to effectively manage a shared drive: Part 1

Shared drives are like gardens. If you don’t tend them, they become overgrown, weedy, and not as productive as they could be. If you’ve been meaning to tackle your unruly shared drive, this blog post offers a clear path to getting it back on track.Read More

Dealing with large documents… 4 steps to sanity

If your organization relies on regular access to large documents, you’ll know what a headache they can be to manage. From blueprints and schematic diagrams to maps and historic records, large documents are harder to store, harder to access and harder to share. These challenges often lead to significant business inefficiencies that can hamper growth and productivity. This blog post covers four steps that you can take to help manage your large documents and eliminate these headaches.Read More

One of America's largest retail banks
One of America’s largest retail banks re-signs with TAB to upgrade to FusionRMS v10

TAB is pleased to announce that a large American retail bank with over 2 million paper records has upgraded from TAB FusionRMS v9.3 to v10. The bank has been using FusionRMS to track several databases of servicing and custodial records throughout the organization.  Upgrading to v10 helps the bank further optimize loan management processes, specifically […]Read More

Five tips for getting the most out of your records digitization pilot

Although most organizations can agree that pilot projects in general have beneficial outcomes, your pilot project can run into numerous pitfalls if you do not get the basics quite right. Here are five tips to help you accurately execute the fundamentals so your project can start out on the right foot.   Tip #1 – Choose […]Read More