As enterprises add to their growing list of workplace apps, legacy tech like document management is often forgotten but it still has a place. Despite ongoing debate about what technology should and ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

It seems that for as long as there have been documents, organizations have been trying to manage their storage and retrieval. In recent years, companies have been replacing the arduous process of ...

A computerized filing system makes organizing your files easy. Here's how to implement one in your business.

There are a few — if any organizations — for whom paperwork doesn’t play a crucial role in management. From invoicing documents to legal paperwork and beyond, it’s essential that you keep everything ...

Document management software has to cater to the needs of the accounting professional, but in many cases it also needs to take the client into account, as well. Because so many documents originate ...

It can be challenging to keep your digital documents organized and safe. These 10 file management practices will help you get started.

Maintaining paper documents and files is an expensive proposition for an organization. Documents must be inserted into file folders and placed in an expensive filing cabinet, and office real estate ...

Searching for a robust document management system (DMS) that fits the needs of a small business can be confusing and overwhelming. While some companies provide document management as part of their ...

Document management systems (DMS) help businesses organize and manage their documents. As law firms of every size often deal with large quantities of documents containing sensitive and confidential ...